It’s kind of crazy that they have been slow to create real products and competitive large scale models from their research.
But they are in full gear now that there is real competition, and it’ll be cool to see what they release over the next few years.
The worst part was figuring what happened way too late. People were having trying to go for promo for a project that didn't launch. Many people got angry, some left, the product felt stale and leadership&management lost trust.
You're making an interesting point that I somewhat agree with from the perspective of someone was...clearly a little more feral than his surroundings in Google, and wildly succeeded and ultimately quietly failed because of it.
The important bit is "great man" theory doesn't solve lack of dynamism. It usually makes things worse. The people you read about in newspapers are pretty much as smart as you, for better or worse.
I actually disagreed with the Sergey thing along the same lines, it was being used as a parable for why it was okay to do ~nothing in year 3 and continue avoiding what we were supposed to ship in year 1, because only VPs outside my org and the design section in my org would care.
Not sure if all that rhymes or will make any sense to you at all. But I deeply respect the point you are communicating, and also mean to communicate that there's another just as strong lesson: one person isn't bright enough to pull that off, and the important bit there isn't "oh, he isn't special", it's that it makes you even more careful building organizations that maintain dynamism and creativity.
E.g. Steve Jobs was absolutely fundamental to the turn around of Apple. Will Brin have this level of incremental impact on the Goog/Alphabet of today? Nah.
But if you look at Google, there isn't one key product. There are a whole pile of products that are best in class. Search (cringe, I know it's popular here to say Google search sucks and perhaps it does, but what search engine is far better?), YouTube, Maps, Android, Waymo, GMail, Deep Mind, the cloud infrastructure, translate, lens (OCR) and probably a lot of others I've forgotten. Don't forget Sheets and Docs, which while they have been replicated by Microsoft and others now were first done by Google. Some of them, like Maps, seem to have swapped entire teams - yet continued to be best in class. Predicting Google won't be at the forefront on the next advance seems perilous.
Maybe these products have key people as you call them, but the magic in Alphabet doesn't seem to be them. The magic seems to be Alphabet has some way to create / acquire these keep people. Or perhaps Alphabet just knows how to create top engineering teams that keep rolling along, even when the team members are replaced.
Apple produced one key person, Jobs. Alphabet seems to be a factory creating lots of key people moving products along. But as Google even manages to replace these key people (as they did for Maps) and still keep the product moving, I'm not sure they are the key to Googles success.
Since you ask, this surely has to be altpower.app!
(cheers, don't read too much signal into my thoughts, it's more negative than I'd intend. Just was aware it was someone going off PR, and doing hero worship that I myself used to do, and was disabused over 7 years there, and would like other people outside to disabuse themselves of. It's a place, not the place)
Google Reader is a simple example: Googl had by far the most popular RSS reader, and they just threw it away. A single intern could have kept the whole thing running, and Google has literal billions, but they couldn't see the value in it.
I mean, it's not like being able to see what a good portion of America is reading every day could have any value for an AI company, right?
Google has always been terrible about turning tech into (viable, maintained) products.
See also: any programming thread and Rust.
Therefore we now have “Vinkel’s Law”
Reader had to be killed because it [was seen as] a suboptimal ad monetization engine. Page views were superior.
Was Google going to support minimizing ads in any way?
It was Google clearly seeing the product’s value, and killing it because that value was detrimental to their ads business.
https://www.wsj.com/finance/jeffrey-epstein-advised-sergey-b...
On a similar topic, it is worth mentioning the entrepreneurs that are forced into sex (or let’s say, very pushed) by VCs.
For those who feel safe or taking it as a joke, this affects women AND men.
Some people are going to be disappointed about their heroes.
Barely any of these jokers are clean. Makes MZ look seemingly normal in comparison.
Wait for the second set of files...
"...One of Mr. Epstein’s former boat captains told The New York Times earlier this year that he had seen Mr. Brin on the island more than once..."
https://dnyuz.com/2026/01/31/powerful-men-who-turn-up-in-the...
I always thought they deliberately tried to contain the genie in the bottle as long as they could
I think they were worried that releasing a product like ChatGPT only had downside risks for them, because it might mess up their money printing operation over in advertising by doing slurs and swears. Those sweet summer children: little did they know they could run an operation with a seig-heiling CEO who uses LLMs to manufacture and distribute CSAM worldwide, and it wouldn't make above-the-fold news.
[1] https://en.wikipedia.org/wiki/LaMDA#Sentience_claims
[2] https://research.google/blog/lamda-towards-safe-grounded-and...
Time will tell if LLM training becomes a race to the bottom or the release of the "open source" ones proves to be a spoiler. From the outside looking while ChatGPT has brand recognition for the average person who could not tell the difference between any two LLMs google offering Gemini in android phones could perhaps supplant them.
Not really. If Google released all of this first instead of companies that have never made a profit and perhaps never will, the case law would simply be the copyright holders suing them for infringement and winning.
It’s not that crazy. Sometimes the rational move is to wait for a market to fully materialize before going after it. This isn’t a Xerox PARC situation, nor really the innovator’s dilemma, it’s about timing: turning research into profits when market conditions finally make it viable. Even mammoths like Google are limited in their ability to create entirely new markets.
[1]: https://research.google/blog/towards-a-conversational-agent-...
In many ways, turning tech into products that are useful, good, and don't make life hell is a more interesting issue of our times than the core research itself. We probably want to avoid the valuing capturing platform problem, as otherwise we'll end up seeing governments using ham fisted tools to punish winners in ways that aren't helpful either
It'll be interesting to see which pays off and which becomes Quibi
Google's been thinking about world models since at least 2018: https://arxiv.org/abs/1803.10122
It sounds like they removed Lidar due to supplier issues and availability, not because they're trying to build self-driving cars and have determined they don't need it anymore.
I get it in the context of driverless but find it nothing but annoying as a driver.
They are just aids that ease fatigue on long trips.
If you’ve ever driven a 1970s truck you’ll know that continually correcting the steering will wear you out after just a couple of hours. Modern rack and pinion steering is a lot more comfortable, and lane keep is a further comfort improvement.
0: https://techcrunch.com/2019/04/22/anyone-relying-on-lidar-is...
1: https://static.mobileye.com/website/corporate/media/radar-li...
2: https://www.luminartech.com/updates/luminar-accelerates-comm...
3: https://www.youtube.com/watch?v=Vvg9heQObyQ&t=48s
4: https://ir.innoviz.tech/news-events/press-releases/detail/13...
Then that guy got decapitated when his Model S drove under a semi-truck that was crossing the highway and Mobileye terminated the contract. Weirdly, the same fatal edge case occurred 2 more times at least on Tesla's newer hardware.
https://en.wikipedia.org/wiki/List_of_Tesla_Autopilot_crashe...
Um, yes they did.
No idea if it had any relation to Tesla though.
Having a self-driving solution that can be totally turned off with a speck of mud, heavy rain, morning dew, bright sunlight at dawn and dusk.. you can't engineer your way out of sensor-blindness.
I don't want a solution that is available to use 98% of the time, I want a solution that is always-available and can't be blinded by a bad lighting condition.
I think he did it because his solution always used the crutch of "FSD Not Available, Right hand Camera is Blocked" messaging and "Driver Supervision" as the backstop to any failure anywhere in the stack. Waymo had no choice but to solve the expensive problem of "Always Available and Safe" and work backwards on price.
And it's still not clear whether they are using a fallback driving stack for a situation where one of non-essential (i.e. non-camera (1)) sensors is degraded. I haven't seen Waymo clearly stating capabilities of their self-driving stack in this regard. On the other hand, there are such things as washer fluid and high dynamic range cameras.
(1) You can't drive in a city if you can't see the light emitted by traffic lights, which neither lidar nor radar can do.
Lidar also gives you the ability to see through fog and as it scans, see the depth needed to nearly always understand what object is in front of them.
My Model 3 shows "degraded" or "unavailable" about 2% of the time i'm driving around populated areas. Zero chance it will ever be truly FSD capable, no matter the software improvements. It'll still be unavailable because the cameras are blinded/blocked/unable to process the scene because it can't see the scene.
While you're right, washer fluid works usually on the windshield, it doesn't on the side cameras, and yea hdr could improve things, it won't improve depth perception, and this will never be installed on my model 3..
Lidar contributes the data most needed to handle the millions of edge cases that exist. With both camera and lidar contributing the data they are both the best at collecting, the risk of the very worst type of accidents is greatly reduced.
I don't see these stats https://waymo.com/safety/impact/ happening for tesla anytime soon.
but with occasional remote guidance (Waymo doesn't seem to disclose statistics of that). In some cases remote guidance includes placing waypoints[1].
> Lidar also gives you the ability to see through fog and as it scans
Nah. Lidar isn't much better in fog than cameras. If I'm not mistaken, fog, rain, smoke, snow scatter IR light approximately the same as visible light. The lidar beam needs to travel twice the distance and its power is limited by eye-safety concerns.
> FSD on my model 3 to be even nearly perfect all the time
It doesn't need to be perfect. It needs to not hit things, cars and pedestrians too hard and too often, while mostly obeying traffic rules. Waymo has quite a few complains about their cars' behavior[2], but they manage just fine.
[1] third video in https://waymo.com/blog/2024/05/fleet-response
All you really need is "drive slower if you can't see (because rain, fog, or degraded cameras), or you're in an area where children might run out into the road"
And I agree, it is. Clearly it is theoretically possible without.
But when you can't walk at all, a crutch might be just what you need to get going before you can do it without the crutch!
That’s true now, but when they first debuted they would have doubled the cost of the car.
Of course, things have changed.
Had Tesla gone all-in on Lidar, they could have turned the technology into a commodity, they are a trillion dollar company producing a million cars a year. Lidar is already present on cheap robot vacuum cleaners, and we have time-of-flight cameras in smartphones, I don't believe it would have been a problem to equip $50k cars with Lidar.
This is huge though.
People aren't setting them on fire during protests, and if an FSD Tesla plows into a farmers market, it might not even make the news.
People hate tech so much that self-driving companies with easy-to-spot cars have had to shut down after just a few mistakes.
Disguising Teslas as plain old regular human-driven cars is a great idea and I wouldn't be surprised if they win the market because of this. Even if they suck at driving.
https://www.forbes.com/sites/conormurray/2025/05/01/tesla-pr...
Additionally, Flash required android phones with 256MB ram as a minimum (which would have precluded two of the three shipped iPhone models at the time) and at least initially only supported software video decoding. Because of the difference in screen dimensions, resolutions and interaction models (plus the issues with embedding due to RAM limitations), the website was still basically broken whether your mobile phone had Flash or not.
My understanding (based on the timing) was always that when Adobe was finally ready to push its partners to bundle mobile Flash, Apple looked at it and decided against it. Adobe made public statements against their partner and so Jobs did so in kind.
Using vision only is so ignorant of what driving is all about: sound, vibration, vision, heat, cold...these are all clues on road condition. If the car isn't feeling all these things as part of the model, you're handicapping it. In a brilliant way Lidar is the missing piece of information a car needs without relying on multiple sensors, it's probably superior to what a human can do, where as vision only is clearly inferior.
https://www.yellowscan.com/knowledge/how-weather-really-affe...
Seeing how its by a lidar vendor, I don't think they're biased against it. It seems Lidar is not a panacea - it struggles with heavy rain, snow, much more than cameras do and is affected by cold weather or any contamination on the sensor.
So lidar will only get you so far. I'm far more interested in mmwave radar, which while much worse in spatial resolution, isn't affected by light conditions, weather, can directly measure stuff on the thing its illuminating, like material properties, the speed its moving, the thickness.
Fun fact: mmWave based presence sensors can measure your hearbeat, as the micro-movements show up as a frequency component. So I'd guess it would have a very good chance to detect a human.
I'm pretty sure even with much more rudimentary processing, it'll be able to tell if its looking at a living being.
By the way: what happened to the idea that self-driving cars will be able to talk to each other and combine each other's sensor data, so if there are multiple ones looking at the same spot, you'd get a much improved chance of not making a mistake.
7 cameras x 36fps x 5Mpx x 30s
48kHz audio
Nav maps and route for next few miles
100Hz kinematics (speed, IMU, odometry, etc)
Also, integration effort went down but it never disappeared. Meanwhile, opportunity cost skyrocketed when vision started working. Which layers would you carve resources away from to make room? How far back would you be willing to send the training + validation schedule to accommodate the change? If you saw your vision-only stack take off and blow past human performance on the march of 9s, would you land the plane just because red paint became available and you wanted to paint it red?
I wouldn't completely discount ego either, but IMO there's more ego in the "LIDAR is necessary" case than the "LIDAR isn't necessary" at this point. FWIW, I used to be an outspoken LIDAR-head before 2021 when monocular depth estimation became a solved problem. It was funny watching everyone around me convert in the opposite direction at around the same time, probably driven by politics. I get it, I hate Elon's politics too, I just try very hard to keep his shitty behavior from influencing my opinions on machine learning.
It's still rather weak and true monocular depth estimation really wasn't spectacularly anything in 2021. It's fundamentally ill posed and any priors you use to get around that will come to bite you in the long tail of things some driver will encounter on the road.
The way it got good is by using camera overlap in space and over time while in motion to figure out metric depth over the entire image. Which is, humorously enough, sensor fusion.
I do some tangent work from this field for applications in robotics, and I would consider (metric) depth estimation (and 3D reconstruction) starting to be solved only by 2025 thanks to a few select labs.
Car vision has some domain specificity (high similarity images from adjacent timestamps, relatively simpler priors, etc) that helps, indeed.
Source: not a computer vision engineer, but a childhood consumer of looney toons cartoons.
None of these technologies can ever be 100%, so we’re basically accepting a level of needless death.
Musk has even shrugged off FSD related deaths as, “progress”.
FSD: 2 deaths in 7 billion miles
Looks like FSD saves lives by a margin so fat it can probably survive most statistical games.
Your link agrees with me:
> 2 fatalities involving the use of FSD
No one wants these crappy cars anymore.
https://en.wikipedia.org/wiki/List_of_Tesla_Autopilot_crashe...
Your link agrees with me:
> two that NHTSA's Office of Defect Investigations determined as happening during the engagement of Full Self-Driving (FSD) after 2022.
"MacOS Tahoe has these cool features". "Yea but what about this wikipedia article on System 1. Look it has these issues."
That's how you come across
There are two deaths associated with FSD.
[*] Failing to solve the impossible situation FSD dropped them into, that is.
https://www.nhtsa.gov/laws-regulations/standing-general-orde...
If there's gamesmanship going on, I'd expect the antifan site linked below to have different numbers, but it agrees with the 2 deaths figure for FSD.
No customer would turn on FSD on an icy road, or on country lanes in the UK which are one lane but run in both directions; it's much harder to have a passenger fatality in stop-start traffic jams in downtown US cities.
Even if those numbers are genuine (2 vs 70) I wouldn't consider it apples-for-apples.
Public information campaigns and proper policing have a role to play in car safety, if that's the stated goal we don't necessarily need to sink billions into researching self driving
I will never trust 2d camera-only, it can be covered or blocked physically and when it happens FSD fails.
As cheap as LIDAR has gotten, adding it to every new tesla seems to be the best way out of this idiotic position. Sadly I think Elon got bored with cars and moved on.
I thought it was the Nazi salutes on stage and backing neo-nazi groups everywhere around the world, but you know, I guess the lidar thing too.
The issue with lidar is that many of the difficult edge-cases of FSD are all visible-light vision problems. Lidar might be able to tell you there's a car up front, but it can't tell you that the car has it's hazard lights on and a flat tire. Lidar might see a human shaped thing in the road, but it cannot tell whether it's a mannequin leaning against a bin or a human about to cross the road.
Lidar gets you most of the way there when it comes to spatial awareness on the road, but you need cameras for most of the edge-cases because cameras provide the color data needed to understand the world.
You could never have FSD with just lidar, but you could have FSD with just cameras if you can overcome all of the hardware and software challenges with accurate 3D perception.
Given Lidar adds cost and complexity, and most edge cases in FSD are camera problems, I think camera-only probably helps to force engineers to focus their efforts in the right place rather than hitting bottlenecks from over depending on Lidar data. This isn't an argument for camera-only FSD, but from Tesla's perspective it does down costs and allows them to continue to produce appealing cars – which is obviously important if you're coming at FSD from the perspective of an auto marker trying to sell cars.
Finally, adding lidar as a redundancy once you've "solved" FSD with cameras isn't impossible. I personally suspect Tesla will eventually do this with their robotaxis.
That said, I have no real experience with self-driving cars. I've only worked on vision problems and while lidar is great if you need to measure distances and not hit things, it's the wrong tool if you need to comprehend the world around you.
But the Tesla engineers are "in the right place rather than hitting bottlenecks from over depending on Lidar data"? What?
The real question is whether doing so is smart or dumb. Is Tesla hiding big show-stopper problems that will prevent them from scaling without a safety driver? Or are the big safety problems solved and they are just finishing the Robotaxi assembly line that will crank out more vertically-integrated purpose-designed cars than Waymo's entire fleet every day before lunch?
What good is a huge fleet of Robotaxis if no one will trust them? I won't ever set foot in a Robotaxi, as long as Elon is involved.
First pedestrian struck. That's crazy.
Tesla just disengages fsd anytime a sensor is slightly blocked/covered/blinded.. waymo out here doing fsd 100% of the time and basically never hurts anyone.
I don't get the tesla/elon love here, i like my model 3 but it's never going to get real fsd, and that sucks, elon also lies about the roadmap, timing, etc. I bet the roadster is canceled now. Why do people like inferior sensors and autistic hitler?
I’m sure latency and connectivity is too much of an risk to do it any other way.
The only Waymos driven by a human are the ones with human drivers physically in the car
I don't think Tesla is that far behind Waymo though given Waymo has had a significant head start, the fact Waymo has always been a taxi-first product, and given they're using significantly more expensive tech than Tesla is.
Additionally, it's not like this is a lidar vs cameras debate. Waymo also uses and needs cameras for FSD for the reasons I mentioned, but they supplement their robotaxis with lidar for accuracy and redundancy.
My guess is that Tesla will experiment with lidar on their robotaxis this year because design decisions should differ from those of a consumer automobile. But I could be wrong because if Tesla wants FSD to work well on visually appealing and affordable consumer vehicles then they'll probably have to solve some of the additional challenges with with a camera-only FSD system. I think it will depend on how much Elon decides Tesla needs to pivot into robotaxis.
Either way, what is undebatable is that you can't drive with lidar only. If the weather is so bad that cameras are useless then Waymos are also useless.
I understand that small lens sizes mean that falling droplets can obstruct the view behind the droplet, while larger lens sizes can more easily see beyond the droplet.
I seldom see discussion of the exact failure modes for specific weather conditions. Even if larger lenses are selected the light source should use similar lens dimensions. Independent modulation of multiple light sources could also dramatically increase the gained information from each single LiDAR sensor.
Do self-driving camera systems (conventional and LiDAR) use variable or fixed tilt lenses? Normal camera systems have the focal plane perpendicular to the viewing direction, but for roads it might be more interesting to have a large swath of the horizontal road in focus. At least having 1 front facing camera with a horizontal road in focus may prove highly beneficial.
To a certain extend an FSD system predicts the best course of action. When different courses of action have similar logits of expected fitness for the next best course of action, we can speak of doubt. With RMAD we can figure out which features or what facets of input or which part of the view is causing the doubt.
A camera has motion blur (unless you can strobe the illumination source, but in daytime the sun is very hard to outshine), it would seem like an interesting experiment to:
1. identify in real time which doubts have the most significant influence on the determination of best course of action
2. have a camera that can track an object to eliminate motion blur but still enjoy optimal lighting (under the sun, or at night), just like our eyes can rotate
3. rerun the best course of action prediction and feed back this information to the company, so it can figure out the cost-benefit of adding a free tracking camera dedicated to eliminating doubts caused by motion blur.
As soon as Waymo's massive robotaxi lead became undeniable, he pivoted to from robotaxis to humanoid robots.
The key question is whether general purpose robots can outcompete on sheer economies of scale alone.
Purpose built, that probably takes the form of a humanoid robot since all of tasks it needs to do were previously designed for humanoids.
Dusting with a single extensible and multiple degrees of freedom arm would be much more maneuverable than a human arm.
Loading and unloading washing machines or dryers or doign the same for dishes and cutlery in a dishwasher is not inherently designed for humans.
If anything, selling an integrated "housekeeping" system that fits into an existing laundry and combines features would be a much better approach.
For old/retrofit renovations it also makes sense, but otherwise, yes, a human-form robot makes sense.
The question is which is a better investment for any robot manufacturer in 2026?
I wonder how long they'll be closed for "modifications" and whether the Optimus Prime robot factories will go into production before the "Trump Kennedy Center" is reopened after its "renovations".
They should be bought by a rocket company. Then they would stand a chance.
But Codex/5.2 was substantially more effective than Claude at debugging complex C++ bugs until around Fall, when I was writing a lot more code.
I find Gemini 3 useless. It has regressed on hallucinations from Gemini 2.5, to the point where its output is no better than a random token stream despite all its benchmark outperformance. I would use Gemini 2.5 to help write papers and all, can't see to use Gemini 3 for anything. Gemini CLI also is very non-compliant and crazy.
I don't think Google is targeting developers with their AI, they are targeting their product's users.
The key metric is more unusual situations. That scales with miles driven, not gigabytes. With onboard inference the car simply logs anything 'unusual' (low confidence) to selectively upload those needle-in-a-haystack rare events.
Boston Robotics is working on a smaller robot that can kill you.
Anduril is working on even smaller robots that can kill you.
The future sucks.
[1] https://www.wsj.com/tech/personal-tech/i-tried-the-robot-tha...
[2] https://futurism.com/advanced-transport/waymos-controlled-wo...
If that doesn't make it obvious what they can and cannot do then I can't respect the tranche of "hackers" who blindly cheer on this unchecked corporate dystopian nightmare.
Solving the technical challenges and using that solution profitably are two completely different things.
Erm, a dishwasher, washing machine, automated vacuum can be considered robots. Im confused as to this obsession of the term - there are many robots that already exist. Robotics have been involved in the production of cars for decades.
......
Dictionary def: "a machine controlled by a computer that is used to perform jobs automatically."
Even if that definition were universally agreed on l upon though, that's not really enough to understand what the parent comment was saying. Being a robot "in the same way" as something else is even less objective. Humans are humans, but they're also mammals; is a human a mammal "in the same way" as a mouse? Most humans probably have a very different view of the world than most mice, and the parent comment was specifically addressing the question of whether it makes sense for an autonomous car to model the world the same way as other robots or not. I don't see how you can dismiss this as "irrelevant" because both humans and mice are mammals (or even animals; there's no shortage of classifications out there) unless you're completely having a different conversation than the person you responded to. You're not necessarily wrong because of that, but you're making a pretty significant misjudgment if you think that's helpful to them or to anyone else involved in the ongoing conversation.
But in my mind a waymo was always a "car with sensors", but more recently (especially having recently used them a bunch in California recently) I've come to think of them truly as robots.
Maybe we need to nitpick about what a job is exactly? Or we could agree to call Waymos (semi)autonomous robots?
I know it’s gross, but I would not discount this. Remember why Blu-ray won over HDDVD? I know it won for many other technical reasons, but I think there are a few historical examples of sexual content being a big competitive advantage.
>I've never really thought of Waymo as a robot in the same way as e.g. a Boston Dynamics humanoid, but of course it is a robot of sorts.
IMO the presence of safety chase vehicles is just a sensible "as low as reasonably achievable" measure during the early rollout. I'm not sure that can (fairly) be used as a point against them.
I'm comfortably with Tesla sparing no expense for safety, since I think we all (including Tesla) understand that this isn't the ultimate implementation. In fact, I think it would be a scandal if Tesla failed to do exactly that.
Damned if you do and damned if you don't, apparently.
Only if you're comparing them to another company, which you seem to be. So yes, yes it can.
Seriously, the amount of sheer cope here is insane. Waymo is doing the thing. Tesla is not. If Tesla were capable of doing it, they would be. But they're not.
It really is as simple as that and no amount of random facts you may bring up will change the reality. Waymo is doing the thing.
This worldview is overly simplistic.
Waymo has (very shrewdly, for prospective investors at least) executed a strategy that most quickly scales to 0.1% of the population. Unfortunately it doesn't scale further. The cars are too costly and the mapping is too costly. There is no workable plan for significant scale from Waymo.
Tesla is executing the strategy that most quickly scales to 100% of the population.
So, uh… where is this “scale” then? This “strategy” has been bandied about for better part of a decade. Why are they still in a tiny geofence in Austin with chase cars?
Waymo is doing it right now. Half a million rides every week, expansion to a dozen new cities. Tesla does a few hundred in a tiny area.
Scale is assessed by looking at concrete numbers in hand, not by “strategies” that haven’t materialized for a decade.
Data suggests that they’re already available to ~2% of the US population.
So "maybe cars are a bit of robots too" is more like 30-50 years behind the time.
I view Tesla also more as a robot company than anything else.
Tesla claimed that all their "real world" recording would give them a moat on FSD.
Waymo is showing that a) you need to be able to incorporate stuff that isn't "real" when training, and b) you get a lot more information from alternate sensors to visible spectrum only.
If the former then it’s relevant to the broader discourse on LLM generality. If the latter, then it seems less relevant to chatbots and business agents.
Edit to add: this is not part of the model, it’s in a separate pillar (Simulator vs Driver). More at https://waymo.com/blog/2025/12/demonstrably-safe-ai-for-auto....
The apparent applicability to Waymo is incidental, more likely because a few millions+ were spent on Genie and they have to do something with it. DeepMind started to train "world models" because that's the current overhyped buzzword in the industry. First it was "natural language understanding" and "question answering" back in the days of old BERT, then it was "agentic", then "reasoning", now it's "world models", next years it's going to be "emotions" or "social intelligence" or some other anthropomorphic, over-drawn neologism. If you follow a few AI accounts on social media you really can't miss when those things suddenly start trending, then pretty much die out and only a few stragglers still try to publish papers on them because they failed to get the memo that we're now all running behind the Next Big Thing™.
Edit:
This just in:
https://news.ycombinator.com/item?id=46870514#46929215
The Next Big Thing™ is going to be "context learning", at least if Tencent have their way. And why do we need that?
>> Current language models do not handle context this way. They rely primarily on parametric knowledge—information compressed into their weights during massive pre-training runs. At inference time, they function largely by recalling this static, internal memory, rather than actively learning from new information provided in the moment.
>> This creates a structural mismatch. We have optimized models to excel at reasoning over what they already know yet users need them to solve tasks that depend on messy, constantly evolving context. We built models that rely on what they know from the past, but we need context learners that rely on what they can absorb from the environment in the moment.
Yep. Reasoning is so 2025.
Why doesn't this site have a block user button?
Google/Alphabet are so vertically integrated for AI when you think about it. Compare what they're doing - their own power generation , their own silicon, their own data centers, search Gmail YouTube Gemini workspace wallet, billions and billions of Android and Chromebook users, their ads everywhere, their browser everywhere, waymo, probably buy back Boston dynamics soon enough (they're recently partnered together), fusion research, drugs discovery.... and then look at ChatGPT's chatbot or grok's porn. Pales in comparison.