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Waymo's Dmitri Dolgov: 20 Million Rides and the Road to Full Autonomy

Sequoia CapitalDmitri Dolgov, Konstantine Buhler
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  • The new sixth-generation vehicle platform is scheduled for full deployment across all riders later this year.
  • Waymo Driver is projected to demonstrate strong generalization capabilities in new city environments following high-fidelity evaluation.
  • Operational expansion includes scaling within existing geographies, adding new U.S. cities, and launching services in London and Tokyo.
  • Deployment acceleration is planned across all locations to advance the company's mission.
  • The frequency of preventing serious injuries is anticipated to increase as operations scale, currently reaching a rate of once every eight days.
  • The overall positive impact of the Waymo Driver's safety record is expected to intensify concurrent with operational scaling.