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hop in a driverless taxi with the Google
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owned self-driving company whmo opening
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up its Robo taxis to all users in that
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City the technology of course is hugely
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expensive alphabet's autonomous vehicle
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unit weo completing another major round
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of funding Teedra has served as co-ceo
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at whamos since
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2021 we are on a mission to build the
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world's most experienced driver and make
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it safe and easy for people and things
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to get where they're going this is not a
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move fast and break things this is a
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move with great great iterative pace and
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focus on
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[Music]
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safety please uh join me in welcoming to
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kedra from weo to the
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stage hi thank you for thank you it's a
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pleasure thanks for coming thank you so
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much Hi D thank you tea thanks so much
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for being here yeah thank you uh tequa
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has been co-ceo of weo since
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2021 where she leads the company's
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business operations and expansion in
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autonomous driving recently weo has been
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reported to be completing I don't know
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if weo put this out or if it wasn't been
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used but over 100,000 pay trips per week
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now is that is that public is that like
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a true thing it's completely true it's
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over 100,000 over 100,000 week week per
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week yeah that's awesome and um we can
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now see wh Mo's autonomous ride haing
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Services in Phoenix La San Francisco in
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the Bay Area Austin and I think on X you
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announced 5 billion an additional
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committed funding from alphabet I don't
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know if that was recent to support wh's
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expansion it was recent congratulations
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and um so thanks for joining us uh the
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weo story started a long time ago as a
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Google X Project when did you join and
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how did you kind of become coo yeah
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thank you um so weo started as the
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Google self-driving car project back in
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2009 and uh actually my co-ceo was one
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of those founding team members Demitri
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doov and in 2016 at the end of 2016 we
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spun out and sort of became wh um and
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that's when I joined um at that point it
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had been determined that the technology
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was on a good enough path to start to
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think about commercialization and scale
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um and so the funny the fun thing about
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joining a moonshot is you know I came
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from Big tech company so I'm like oh
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product Market fit like it's all there
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I'm going to join and we're going to
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scale and the reality is it was an
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opportunity to learn how much this is a
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process of discovery um how much this is
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a process of figuring out not only the
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technology roadmap but also the external
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environment and at that time I had been
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head of policy at a lot of companies and
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I joined under the idea that if the
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technology works the market opportunity
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would come from being able to open
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markets and so that was super terrifying
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to me because if you're at most large
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tech companies doing policy work you're
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actually trying to
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avoid costs or you're trying to defeat
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legislation that's harmful but this was
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really the opportunity of like how do
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you Usher in this amazing technology and
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so that's when I joined and then I um
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was asked by my prior CEO to help
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launched the first Market which was
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Phoenix back then it was Chandler um and
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we launched that back in 2017 and we've
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been since 2018 a lot of people don't
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realize we've had a 247 ride hailing
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service um Around the Clock it was in
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2020 during covid though that we removed
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the driver from behind the wheel so we
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have the weo driver uh that's driving
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the vehicles at all time but there's no
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human behind the wheel and we've been
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offering that service now we're almost
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at four years 24/7 not only in Phoenix
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which was a 315 square m mile territory
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but also in San Francisco and now here
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in La so in that sort of ushering in
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from Market one to this role I moved
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through this coo role um and that's when
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we actually remov the driver and that's
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you know it was the we're the first
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company that's done that and um so it
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was daunting and I think that's one
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thing I love about wh we call our team
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wonuts is you just have to every time
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get to this point of determining what's
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good enough uh what's safe enough yeah
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and then make that leap and then learn
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because you can't learn until you get to
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that next point and so of course we have
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rigorous safety culture um but it was in
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that time that I was coo and then in
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April of 21 I moved into the co-ceo role
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with Demitri so now now that it's
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scaling 100,000 paid rides a week maybe
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we can talk a little bit I mean Jason SP
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a lot maybe starting with security would
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be an interest safety rather would be a
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really good idea um you've done it seems
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like millions of rides now no fatalities
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correct that's right um but there have
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been accidents so when you look at the
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the accidents that have occurred how
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often does an accident occur and in what
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percentage of the time is it just
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somebody running into the weo versus the
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wayo running into somebody else yeah so
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we've done 2 million sort of paid rides
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um so when we think about we just
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released this week our safety Hub so
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this you're sort of tapping into an
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issue that's really important what we've
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been able to determine as of June of
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this year with over 22 million what we
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refer to as Ro miles those are miles
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that are fully autonomous
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uh we've been able to have 83% fewer
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airbag deployments which of course is
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important because those are high impact
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um and 74 or 73% fewer injury causing
00:05:44
crashes now that's what we're focused
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over a human over a traditional
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traditional human meaning the
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counterfactual in that area at that same
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point in time exactly via insurance
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claims and other data ex we're not we're
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comparing in San Francisco not on
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highways there Apple Apple's comparison
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we're comparing in San Francisco or in
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Phoenix okay great because this is the
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next piece which is you're not yet on
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highways that's right we're testing on
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highways in Phoenix and San Francisco
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saf drivers with employees and a human
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behind the wheel at times and maybe you
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could explain to us when why you're
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taking that approach cuz in my
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experience driving a Tesla since the
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beginning with full self-driving and
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autopilot before that um it seems like
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it's better on the highway than is on
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local streets where you have people
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jumping out and weird things that occur
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on the highway you very rarely have a
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run into a weird thing it's it's pretty
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ABC so I I would think it was the
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opposite but is it because speed kills
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what what's the thinking there so I
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think so just for everyone to orient um
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when you think about the levels of
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autonomy we are only focused on level
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four and above level four and above
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means you do not need a driver's license
00:06:56
nor do you need to sit behind the wheel
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so when you're focused on tackling the
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hardest challenge first it's really
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important to for the driver the weo
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driver to ingest dense Urban
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environments because that is where the
00:07:10
driver is going to learn the most
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sitting on freeway seeing the same thing
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every day can be predictable it's not
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entirely predictable but it's not
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additive to what the machine learns
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that's a great answer so we're trying to
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learn as much as we can learn and we've
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always from the beginning been focused
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on freeways it's just that freeways
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isn't actually how the machine learns
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the fastest in the most sophisticated
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environments but because you brought up
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you know sort of a level three or two or
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one system I think it's also important
00:07:39
that for systems where you need someone
00:07:41
to sit behind the wheel you can have a
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completely different approach to this
00:07:45
technology but we're really when I don't
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know how many of you here have had the
00:07:49
chance to take a away my ride here in La
00:07:51
it actually includes this campus where
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we're sitting right now but we you don't
00:07:55
you can't sit behind the wheel so
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there's no ambiguity you sit in the
00:07:58
passenger seat or you sit in the back
00:08:00
seat so let's talk about the lar versus
00:08:03
camera bet elon's been pretty clear hey
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you don't need lar it's a waste of money
00:08:08
the lar on Whos I believe is still in
00:08:10
the $1 to $220,000 in incremental class
00:08:12
am I ballpark correct I not sure oh okay
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um so with that as you scale costs go
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down yeah of course
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so who's who's right I mean are you
00:08:24
using the liar and is that a critical
00:08:26
piece of this or do you think eventually
00:08:28
hey the cameras are seeing
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360° they have higher Fidelity than
00:08:32
human eyes so and if humans do a great
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job and you just have to beat the humans
00:08:35
at driving why even have the liar what
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do you think so obviously we have
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conviction that we need liar radar and
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cameras uh we have all three it's given
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us the opportunity to scale at this
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point we're the only company that's
00:08:48
doing level four driving on public roads
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24 hours a day it's very different to
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get to the place of a demo we learned
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that ourselves back in 2015 and 16 and
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17 we had an autopilot Highway um
00:09:02
product we allowed employees at the time
00:09:04
Google employees to ride in that product
00:09:06
we told them to pay attention we told
00:09:09
them you have to be alert and be
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prepared to take over what did they do
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they do we're human we want to do other
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staff when we're in the car like I want
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to be on the phone I want to get to that
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meeting I need to send that last email I
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need to check whether or not my son's
00:09:22
doctor's appointment is tomorrow and
00:09:23
next Thursday we're distracted and so
00:09:25
what happens the thing's beeping at you
00:09:27
it's telling you to re-engage and pay
00:09:29
attention and what we learned is that
00:09:31
that's not a way to improve road safety
00:09:34
and so the question is what's the end
00:09:36
goal is it to improve Road Safety or not
00:09:37
for us as a company we are obsessed our
00:09:40
our culture is about safety this mission
00:09:42
is about safety and we want to expand
00:09:45
the number of people who have access to
00:09:47
Mobility options if you need a driver's
00:09:50
license then it's just like every other
00:09:52
Mobility platform you have to be behind
00:09:54
the wheel can I sorry go ahead I'm
00:09:57
curious about when this flips from a
00:10:00
technology problem and a go to market
00:10:02
problem to one of Public
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Health um because that's a staggering
00:10:07
fact and you know we all know people
00:10:10
that have lost somebody close to them
00:10:13
whether it's just a road accident or the
00:10:14
dunk driving or to you know I don't know
00:10:16
if you guys saw anybody follows hockey
00:10:18
but the you know Johnny hocky who was
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killed with his brother the day before
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his sister's wedding by a drunk drive
00:10:23
this is like so avoidable so what does
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it take for a politician or a group of
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of politicians and I don't even know at
00:10:31
which level this decision would get made
00:10:33
where they say okay we've seen enough
00:10:34
that should be the only solution and are
00:10:36
you pushing for that so we are pushing
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to make sure people who put autonomous
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vehicles on the road have to demonstrate
00:10:44
their safety case we think the worst
00:10:47
thing that could happen is introducing a
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new technology that doesn't actually
00:10:51
improve this problem because it'll kill
00:10:53
the whole industry because it'll kill
00:10:55
the whole industry and the State of
00:10:58
Affairs 4 ,000 Americans 1.35 globally
00:11:01
dying annually from Road crashes is
00:11:04
avoidable and so the challenge that we
00:11:07
have to tackle with a lot of humility is
00:11:10
how prepared is the public you know
00:11:14
humans can kill other people how
00:11:17
prepared is the public to accept that
00:11:19
this isn't going to be a Panacea and
00:11:22
it's not going to be perfect you didn't
00:11:23
hear me say 100% 100% 100 right was 70
00:11:26
there'll be a small error R there's
00:11:27
going to be a small and so that's the
00:11:29
work that we're doing which is we have
00:11:31
Community Partners Mothers Against Drunk
00:11:32
Driving national Safety Council a host
00:11:35
of organizations who've been trying to
00:11:36
tackle this issue who we partnered with
00:11:39
early because it's it's actually in both
00:11:41
of our interest to figure out how to
00:11:43
tell the story that if this technology
00:11:46
can reduce 60% of the uh fatalities then
00:11:51
it's worth the exposure to the risk are
00:11:53
you on any sort of internal shock clock
00:11:56
meaning there must have been a moment
00:11:58
where you convened a meeting or you guys
00:11:59
had a meeting and you said all right we
00:12:01
have enough data let's go we're going to
00:12:03
pull the guy out of the car or hey this
00:12:05
is it we're ready and then you show it
00:12:06
to regulators and they say okay is there
00:12:10
a set of these really important
00:12:12
Milestones that we're going to feel like
00:12:14
goes to other cities like is it only
00:12:16
grid cities where this works like so
00:12:18
where do you go from here yeah I hope I
00:12:21
hope that what over time you start to
00:12:23
experience is one because we are you
00:12:25
know super focused on safety you'll see
00:12:28
us scaling
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um and because we're building a driver
00:12:33
and not a car you'll see a scaling in a
00:12:36
number of ways so we have Partnerships
00:12:37
right now we have a partnership with
00:12:39
Uber in Phoenix why are we doing that
00:12:41
people are like oh my gosh I got my Uber
00:12:43
Eats in AO like why are you all doing
00:12:45
that it's because we're building a
00:12:47
driver and so we're trying to figure out
00:12:49
all of the ways in which this driver
00:12:50
could be applied to future use cases and
00:12:53
so over time you're certainly going to
00:12:55
see us announce new places but you're
00:12:57
also going to see like in San Francisco
00:12:59
we launched a 24-hour service in a
00:13:01
limited territory and over time we've
00:13:03
expanded that territory is a step
00:13:05
functioning complexity to go to cities
00:13:06
that are more how would I call it more
00:13:09
chaotically City planned it is
00:13:12
definitely an opportunity for the driver
00:13:14
to learn more and so coming to Los
00:13:16
Angeles for example was more like being
00:13:18
in Phoenix going to Austin exactly
00:13:21
exactly going to Manhattan we will
00:13:23
certainly benefit from our work in San
00:13:25
Francisco same thing with DC start with
00:13:27
the GD cities and work your way into
00:13:30
more complex Series so can I follow up
00:13:31
on the um on that that last point I I I
00:13:34
have a friend who's the third or fourth
00:13:35
investor in Uber and
00:13:40
um and he he's uh he's very worried that
00:13:45
once this product scales there's not
00:13:47
really giv me a need for Uber anymore
00:13:48
right why would you need Uber if you can
00:13:51
just summon the robot car directly or
00:13:53
the robot driver whatever you want to
00:13:54
call it right driver car whatever I mean
00:13:57
doesn't this logically disrupt
00:13:59
Uber at you know once it's at
00:14:03
scale I think
00:14:07
um well they're a current part I said we
00:14:10
have a partnership with right I mean I
00:14:12
have we have a partnership your friend
00:14:14
hasn't sold enough
00:14:15
share your friend's doing just fine we
00:14:18
have the partnership with Uber because
00:14:20
we think it's important for us to create
00:14:22
an AV ecosystem around this technology
00:14:26
like this isn't going to be we've
00:14:27
created technology we're going to figure
00:14:29
out everything ourselves like that would
00:14:31
be foolish and very expensive and we'd
00:14:33
never find ourselves profitable but
00:14:35
having companies that are experts in
00:14:38
integration having Automotive partner
00:14:41
you know we have we're not building the
00:14:42
car having network Partners having Fleet
00:14:45
operating Partners public officials like
00:14:48
there's a lot that is built around us
00:14:51
and these are the early days the early
00:14:53
Innings and so that's part of it is
00:14:54
learning in the I'd say five years ago
00:14:57
people would say to me you know Network
00:15:00
operators would say oh this is exactly
00:15:02
like we know how to do this well this is
00:15:04
a constrained Supply it's not a supply
00:15:07
you just sege this is a driver that you
00:15:09
need to understand actually how to
00:15:11
operate with and so I think we're going
00:15:13
through those steps to learn together
00:15:14
and so what I would say is there's room
00:15:17
for a lot of people under this is the is
00:15:18
the insurance Lobby in the insurance
00:15:21
industry a proponent
00:15:24
or do they would they try to constrain
00:15:27
your progress so one of the largest uh
00:15:30
reinsurers in the world swisser is
00:15:32
actually been doing our safety yeah they
00:15:35
would want to underwrite this yeah but
00:15:37
I'm talking about more like the Geico of
00:15:38
the world same I think they're very
00:15:41
eager to get the data sets that we're
00:15:42
releasing like we released set 20 uh
00:15:45
safety papers last year they're all
00:15:47
wanting to understand what the actual
00:15:49
impact of this technology can be because
00:15:51
you know one of the things I think
00:15:53
that's hard for us to grasp as as humans
00:15:55
or at least I'll say for me I don't like
00:15:57
speaking for everybody the
00:15:59
you know we drive in a week more than a
00:16:02
human drives in a
00:16:04
lifetime and you can say that as a
00:16:07
company that runs fleets but we're the
00:16:09
only company where it's one
00:16:12
driver and that's not like that's not
00:16:15
the way the world is organized right now
00:16:18
right FedEx has a lot of drivers all of
00:16:20
you who have Teslas have a lot of
00:16:22
drivers like everyone has a lot of
00:16:23
drivers and all of those drivers have
00:16:25
different capabilities this is one
00:16:28
driver learning all the time in
00:16:32
unison and so like what can we
00:16:34
demonstrate that's possible and it
00:16:36
really goes back to your other question
00:16:37
of like what do what are policy makers 5
00:16:40
years from now really going to want to
00:16:41
know and how will they be able to derive
00:16:43
from what we're doing today where were
00:16:45
you when you heard the news of Cruz
00:16:47
dragging that woman in San Francisco 20
00:16:50
feet and then where were you and what
00:16:53
was your reaction internally to when you
00:16:55
found out Cruz covered it up
00:16:59
um I don't remember where I was uh when
00:17:02
I learned but I um you know it's we're
00:17:07
here to improve Road Safety so it was
00:17:10
pretty um upsetting I think to me and
00:17:13
the whole org I think as we learned
00:17:17
about the lack of transparency like our
00:17:19
view has just been be transparent it's
00:17:22
not Perfection like it's technology yeah
00:17:25
but you're considered they contemporary
00:17:27
and you have a different approach you
00:17:29
would never cover it up um they
00:17:31
obviously had something dysfunctional
00:17:33
did that set the industry back
00:17:34
significantly how are Regulators talking
00:17:36
to you before and after that if
00:17:38
differently if at all it definitely led
00:17:42
to more scrutiny in San Francisco
00:17:44
because there was already an active and
00:17:47
continues to be a fairly active voice
00:17:50
against technology in San Francisco and
00:17:53
so we needed to continue to engage which
00:17:56
we were already doing provide more data
00:17:58
which which we're of course willing to
00:17:59
do and I think over time what we'll see
00:18:02
is you know we have to get to a place
00:18:04
where the amount of data that we're
00:18:06
providing actually advances the safety
00:18:08
concerns I think at that point it was
00:18:11
just providing a lot more engagement so
00:18:13
if the mission is to reduce those debts
00:18:15
and to really scale this technology Uber
00:18:17
is doing a quarter billion rides a week
00:18:20
uh you just raised five billion it's a
00:18:21
big number uh that gives you another
00:18:23
50,000 cars um which is a fraction of
00:18:27
the rides in but one city
00:18:29
it seems like you need a lot of Partners
00:18:31
in the car space to build this so
00:18:34
wouldn't the best strategy be to license
00:18:36
this technology to every car maker and
00:18:38
then allow the Ubers the lifts the door
00:18:42
dashes um and Fleet managers to handle
00:18:44
cleaning the puke in the back of the
00:18:46
cars and putting the air in the tires
00:18:48
because I don't think wao wants to be in
00:18:49
the back of that car cleaning up the
00:18:51
puke and the and doing the air Tire
00:18:53
right there has to be somebody who
00:18:54
manages all that so so maybe talk a
00:18:56
little bit about that possibility of and
00:18:59
even a more beautiful thing would be for
00:19:01
you to open source it so has there been
00:19:02
a discussion internally about open
00:19:04
sourcing this technology so I'll start
00:19:06
at the beginning I think what you just
00:19:07
described is exactly the AV ecosystem
00:19:09
that I'm talking about and yes out of
00:19:12
necessity and because we are the I mean
00:19:14
whoever was first was going to need to
00:19:16
create this it doesn't exist right so
00:19:18
we're doing that um I think the second
00:19:21
part of what you're talking let everyone
00:19:23
do what they're good at like we're good
00:19:24
at building this driver there's though a
00:19:26
period where we have to become really
00:19:28
good at what does it mean to operate at
00:19:31
scale and that's the that's where we are
00:19:33
right now what does it mean to operate
00:19:35
at scale what does it you know
00:19:37
technology can work and not be
00:19:38
delightful not be reusable not be
00:19:40
repeatable and that you know we don't
00:19:42
just want people having tourism rides we
00:19:44
want people actually integrating this
00:19:46
into their lives and we just did a a ux
00:19:48
study and we found that a third of
00:19:50
people use the service in San Francisco
00:19:52
to go to their doctor appointments we're
00:19:54
like that feels like real life and 36%
00:19:57
uh we using the vehicles to go to local
00:20:00
businesses which is also real life and
00:20:02
so these are the kinds of signals that
00:20:05
we're trying to get as far as like
00:20:07
personally Owned Cars we've always said
00:20:09
as part of our strategy from the
00:20:10
beginning that we would start with ride
00:20:12
hailing and local delivery and that
00:20:14
eventually we would make our technology
00:20:16
available to um Automotive companies so
00:20:19
that this you know at some point you'll
00:20:22
find wayo cars sitting on showroom
00:20:23
floors for sale oh wow so you you we
00:20:26
could go buy one and then put it into
00:20:27
whatever Fleet we want yes what does it
00:20:29
cost to make one of these cars today and
00:20:31
where do you see it in 5 years yeah and
00:20:33
just I guess on that question where's
00:20:34
the Tipping Point Unit economics so if
00:20:36
you look at on the ride hailing business
00:20:39
based on I know a lot of people drive
00:20:40
during rush hour and then they don't
00:20:42
need rides the rest of the time so
00:20:43
there's a lot of excess inventory
00:20:44
sitting around so if you look at the
00:20:46
utilization of a car over its lifetime
00:20:49
and the cost of the car over the
00:20:50
lifetime what's the the breaking point
00:20:52
where the unit economics Mak sense yeah
00:20:54
um so your question of cost of car we
00:20:57
just don't break it out since we're not
00:20:59
um reported separately for alphabet
00:21:01
we're just bundled rumor is a buck 50
00:21:03
right now it's
00:21:04
close Okay fck 25 not commenting on
00:21:08
rumors not commenting on rumors wa wait
00:21:11
if that's that's just the um the system
00:21:13
for self-drive the car plus the system
00:21:16
The Car Plus but what 125 to 150 is the
00:21:18
rumor rumored cost for the car today
00:21:21
actually is like comment on the rumor
00:21:23
well but but that's I mean that's
00:21:26
obviously a lot more than a Tesla right
00:21:28
so
00:21:29
yeah t 40,000 50,000 yeah so do we do we
00:21:32
know ballparks here what can we
00:21:37
say keep on so fun we're just we're
00:21:40
poker players so we're trying to read
00:21:41
you and bait you and it's not working we
00:21:44
didn't know you were a Jedi so so so
00:21:45
sorry let me just ask is it about
00:21:48
Reinventing the system or getting the
00:21:49
next gen of the system before the unit
00:21:51
economics break or is it about volume
00:21:53
what's the breaking point of where the
00:21:54
unit economics become profitable become
00:21:57
positive um yeah not not going to get
00:22:00
into that other than to say to you I is
00:22:03
the thing I spend all of my time focus
00:22:05
on and we are on but there's a path
00:22:07
there there's completely a path there
00:22:09
well without getting into costs so is
00:22:11
one of the plans here to sell this to
00:22:15
you know all the car makers so that they
00:22:17
can compete with Tesla because most of
00:22:19
the car companies do not have the
00:22:21
technical capabilities to develop their
00:22:23
own self-driving it's just impossible so
00:22:25
are you guys going to be like an oem to
00:22:27
all the car makers so that they can
00:22:29
provide self-driving yeah we've said
00:22:33
sort of publicly and we've had
00:22:34
Partnerships where we've made the
00:22:35
technology available um it's a question
00:22:38
of when you know when will a level four
00:22:42
sort of product be available and
00:22:43
interesting to Consumers at scale you
00:22:46
know that's part of the question but
00:22:48
absolutely this is part of our strategy
00:22:50
friend of mine can I that yeah of course
00:22:52
I'm sorry friend of mine um who couldn't
00:22:54
make it here um is an angel investor and
00:22:56
Uber and um
00:22:59
he uh
00:23:01
was no uh if you look at the business
00:23:04
outside of the United States actually if
00:23:06
you look at Uber's business um there's a
00:23:08
lot of opportunity in other markets and
00:23:11
sometimes in other markets they will
00:23:12
prove probably more able and open-minded
00:23:16
to taking like the public health
00:23:18
priority around these things so why such
00:23:22
a heavy Reliance on America considering
00:23:25
the scale and the impr premature of
00:23:27
Google could probably pull you into any
00:23:29
number of markets anywhere around the
00:23:30
world yeah so we really think about it
00:23:34
as this sort of Learning Journey but
00:23:36
it's also just where we started right I
00:23:38
mean part part of the conversation we
00:23:40
get to have now is what would if the
00:23:43
driver was at this level of maturity
00:23:45
where would we have started um that said
00:23:48
we have Global aspirations we are always
00:23:50
thinking about the does it just take one
00:23:52
geography to prove this point or do do
00:23:55
you view it the problem that way like
00:23:57
it's like we're training we're training
00:23:58
we're training and then at some point
00:24:00
there'll be some City or yeah County
00:24:03
which point I just want to make sure I
00:24:05
understand this idea where like you can
00:24:06
prove that it's just so reliable and
00:24:08
valuable and that you're saving just I I
00:24:12
really care about that idea yeah to who
00:24:15
who who would it prove the point to the
00:24:18
people that would make the rules I guess
00:24:20
yeah I think I hope I I don't know I
00:24:25
think there's a lot of noise in the
00:24:27
system there's a lot of confusion about
00:24:30
full autonomy versus partial
00:24:32
autonomy um there's not a lot of
00:24:35
legislative activity that's informed by
00:24:38
experts right so I don't know right like
00:24:41
certainly It's My Hope and I think one
00:24:44
of the things when you think about
00:24:46
certain countries around the world there
00:24:47
is more of a nation state top- down
00:24:50
approach to some uh regulations and so
00:24:53
that could be easier Singapore yeah you
00:24:55
prove it it's codified into law you
00:24:59
launch um it had it that hasn't been the
00:25:03
primary way we've thought about Market
00:25:04
entri or opportunity but certainly one
00:25:06
of the yeah are but as long as some
00:25:08
markets adopt the rest of the markets
00:25:10
will see and they'll fall behind and I
00:25:12
mean you just have to penetrate some
00:25:13
markets yeah from Google had amazing
00:25:16
success with Android and open source so
00:25:18
back to that open source question you
00:25:20
must have had this discussion many times
00:25:22
internally why not open source the
00:25:24
technology and then provide you know the
00:25:26
premium Android to people who want want
00:25:28
to pay and is that something on the road
00:25:30
map because I hear there's a big
00:25:31
discussion internally to car OEM just
00:25:34
open sourcing the maps the software to
00:25:37
make everybody contribute to it to just
00:25:39
get this out quicker so where where are
00:25:41
you at with those internal discussions
00:25:42
that wayo give away the whole business
00:25:44
yeah exactly no well I mean Android it's
00:25:46
worked right I 20 billion in it's like
00:25:48
let's just give it away well I mean but
00:25:49
freedberg if you look at Android it's
00:25:52
only gotten stronger right completely
00:25:53
different I think that that was
00:25:55
Defensive on search but not your answer
00:25:57
no I like it when you guys answer each
00:25:59
other's questions cuz I get to learn
00:26:01
what you actually want to see your
00:26:02
answer we we fight a lot it's fine no
00:26:04
it's fun it's actually fun for me um so
00:26:07
feel free to keep so on the question of
00:26:12
open sourcing that isn't something that
00:26:15
we're spending a lot of time talking
00:26:16
about right now let's talk about level
00:26:18
six which I believe is inclimate weather
00:26:21
and really heart yeah oh level five
00:26:23
rather sorry um and I know when I'm in
00:26:26
my Tesla it gives me a little warning
00:26:27
hey in Clement weather and the FSD might
00:26:30
be degraded you know extra attention
00:26:31
time um how close are you you know to
00:26:35
feeling comfortable with these things
00:26:37
driving in snow ice rain or when that
00:26:40
happens do fleets just pull over and
00:26:43
game over you know you have you can't
00:26:44
use these this technology yeah we've uh
00:26:47
been improving weather we've tested
00:26:49
across 25 cities specifically for that
00:26:52
so we had massive storms in San
00:26:55
Francisco last year and we didn't take
00:26:57
down the fleet like our fleet was able
00:26:59
to handle all of the rain so rain and
00:27:00
flooding pretty good rain May good
00:27:03
because of like uh liar and radar
00:27:07
maybe you said it okay fog snow ice um
00:27:11
so we've tested
00:27:12
in we've tested in snow and ice we don't
00:27:16
have any deployments there but that's an
00:27:18
area that we're learning fog we've been
00:27:20
able to master that
00:27:23
280 no problem same thing with those
00:27:25
sandstorms in Phoenix that was an early
00:27:28
like those are actually you know very
00:27:30
challenging and then there swarms of
00:27:32
birds in Phoenix like really and and
00:27:35
heat right you have a machine brutal
00:27:37
it's like it's like Revelation
00:27:40
like there's a lot there's a lot and you
00:27:43
know we're the only company that can
00:27:44
pick you up autonomously at the airport
00:27:47
right and so
00:27:50
like is whole thing what has been the
00:27:52
hardest um challenge for you as CEO
00:27:58
I think we've heard I mean we've heard
00:27:59
all these rumors about like cultural
00:28:01
issues at Google or whatnot but you know
00:28:04
I get the sense that you're much more
00:28:05
separated in terms of building a much
00:28:08
more Technical and specific culture but
00:28:10
what what have been the hardest
00:28:11
challenges for you I think one of the
00:28:13
hardest challenges was making we made
00:28:16
such a big decision in going fully
00:28:20
autonomous which is sort of the reason
00:28:22
we're here during CO mean getting that
00:28:25
person out the person from behind the
00:28:27
wheel scaling this and so then bringing
00:28:29
the culture back together to now scale
00:28:32
so we just needed like we needed a
00:28:34
minute to lock back in that's one of the
00:28:36
things and the other one I would say is
00:28:37
what you just said which is you know
00:28:40
it's a brilliant team and the team works
00:28:44
really hard but like bad things are
00:28:47
going to happen in the real world with
00:28:48
human drivers around our cars and the
00:28:51
team takes that so seriously and so
00:28:54
that's it's it's like a it's like having
00:28:56
worked at I mean I worked at a I know
00:28:58
there too but like other kinds of tech
00:29:01
companies I know every kind of company
00:29:02
is stressful it's a different kind of
00:29:04
stress When people's lives are
00:29:06
completely and they personalize work
00:29:08
yeah and so that's it's just a different
00:29:10
level of stress and
00:29:12
accountability responsibility
00:29:14
differently because of that pressure or
00:29:16
no you do when things happen in Industry
00:29:19
you know we need people to sort of you
00:29:22
know stay buckled in and believing that
00:29:24
this is something that is worth it it's
00:29:26
audacious it's hard but it's worth it
00:29:29
and it and it's bigger most people come
00:29:31
because they have lost someone like
00:29:33
they're very Mis can I be very honest
00:29:34
with you it's it's an incredible framing
00:29:36
you gave and I I totally missed it for
00:29:38
so many years which is when you said
00:29:39
we're building one driver I thought for
00:29:42
whatever reason you were building an
00:29:43
autonomous driving system which I I
00:29:45
interpreted very technologically for a
00:29:46
very long time but you're absolutely
00:29:48
right you have one goal it's very
00:29:49
clarifying actually the world's greatest
00:29:51
driver one the world's greatest driver
00:29:53
world's most trusted driver most trusted
00:29:55
driver Teedra thank you forred yeah I
00:29:58
mean incredible thank you so much
00:30:00
yeah thank you it was awesome thank you
00:30:03
so much