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Waymo's Dmitri Dolgov: 20 Million Rides and the Road to Full Autonomy, Sonic AI
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Waymo's Dmitri Dolgov: 20 Million Rides and the Road to Full Autonomy
Sequoia Capital AI Ascent 2026
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May 1, 2026
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27:09
Conference
Keynote
Waymo's Dmitri Dolgov: 20 Million Rides and the Road to Full Autonomy
From
Sequoia Capital AI Ascent 2026
· 2026
Dmitri Dolgov
(co-CEO, Waymo, guest)
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Executive Summary
Waymo is experiencing exponential growth, having delivered 10 million of its 20 million total autonomous rides in the last seven months and launching in four new cities in a single day.
The company's technology is built on the 'Waymo Foundation Model,' a multimodal AI that powers its driver, simulator, and critic, using a hybrid approach that augments end-to-end learning with structured representations for enhanced safety and validation.
Waymo's system is demonstrably safer than human drivers, with data showing it is over 13 times less likely to be involved in a serious injury crash, preventing one such injury every eight days at its current scale.
The company has shifted from a long-term R&D phase to a rapid global commercialization strategy, focusing on scaling its ride-hailing service across the US and expanding internationally to cities like London and Tokyo.
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