cover of episode Driverless: Waymo and the Robotaxi Race—Waymo Takes the Lead

Driverless: Waymo and the Robotaxi Race—Waymo Takes the Lead

2024/12/8
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WSJ Tech News Briefing

People
D
Danny Lewis
一名专注于技术和未来趋势的记者和播客主持人,目前工作于《华尔街_journal》。
M
Megan Bobrowski
M
Miles Krupa
P
Phil Kopman
S
Shweta Kajuria
S
Sundar Pichai
T
Takedra Mawakana
主持人
专注于电动车和能源领域的播客主持人和内容创作者。
Topics
Waymo无人驾驶汽车在旧金山遭遇破坏事件,反映了无人驾驶汽车行业面临的挑战,包括技术故障、公众接受度低和安全担忧等问题。Waymo和Cruise的无人驾驶汽车在旧金山道路上行驶过程中出现问题,加剧了公众的担忧。Waymo的无人驾驶汽车服务在旧金山运营,并提供个性化标识,在旧金山湾区以外,并在洛杉矶和凤凰城运营,每周提供超过15万次付费无人驾驶汽车服务。Waymo的无人驾驶汽车依靠多种传感器和机器学习软件进行导航。过去开发无人驾驶汽车的经验教训包括:专用车道不可行、人们难以持续关注自动驾驶汽车、技术还不成熟。机器学习的进步是无人驾驶汽车技术取得突破的关键。大多数无人驾驶汽车公司使用多种传感器和机器学习技术。Waymo长期致力于无人驾驶技术研发,其无人驾驶汽车在遵守交通规则方面表现谨慎。Waymo强调无人驾驶汽车的安全性和对公众期望的管理,无人驾驶汽车公司需要管理公众对该技术的预期。公众对无人驾驶汽车技术的接受度不高,公众对无人驾驶汽车的安全问题存在担忧。加州公用事业委员会允许无人驾驶汽车公司收费,标志着行业发展的一个重要里程碑。Waymo在无人驾驶汽车技术研发上投入了大量时间和资金。Cruise无人驾驶汽车发生事故导致其在旧金山的运营许可被暂停,Cruise无人驾驶汽车发生事故,导致一名行人受伤,Cruise无人驾驶汽车事故导致其在旧金山的运营许可被吊销,Cruise公司承认提交虚假事故报告,并被处以罚款。Cruise公司运营许可被吊销后,Waymo成为旧金山唯一一家可以运营无人驾驶汽车业务的公司。Waymo的乘车数量在过去一年中大幅增长,Waymo的付费乘车数量从2023年夏季的每周1万次增长到2024年10月的每周15万次以上。Waymo的成功出乎意料,消费者对该服务的安全性、隐私性和可靠性表示满意。Waymo正处于扩张的新阶段,Waymo正在加快其市场扩张步伐。即使在旧金山,Waymo的无人驾驶汽车也面临一些挑战,例如在繁忙的街道和交叉路口出现故障。Waymo的无人驾驶汽车有时会干扰紧急情况的处理,Waymo的无人驾驶汽车在夜间停车时会互相鸣笛,Waymo的无人驾驶汽车遭遇人为干扰和破坏事件,Waymo曾发生一起导致宠物狗死亡的事故。Waymo的扩张受益于Cruise的退出以及口碑效应,Waymo在无人驾驶汽车领域拥有先发优势,Waymo的营销活动在旧金山取得了成效,Waymo与Uber建立合作伙伴关系,计划在2025年将无人驾驶汽车整合到Uber的网约车服务中。Waymo未来的成功取决于其能否克服公众对安全性的担忧,并保持在竞争中的领先地位。

Deep Dive

Key Insights

Why did Waymo's driverless cars face vandalism in San Francisco?

Tension over self-driving technology had been building after a series of incidents involving Waymo and Cruise vehicles, leading to public skepticism and frustration.

How has Waymo's technology evolved over the years?

Waymo has been methodically improving its self-driving technology since 2009, using a combination of sensors like radar, lidar, and cameras fed into machine learning software.

What significant milestone did Waymo achieve in October?

Waymo announced it was doing 150,000 paid rides every week across all its markets, up from just 10,000 in the summer of 2023.

Why is public acceptance crucial for Waymo's success?

A 2021 Pew Research Center survey found only about a quarter of Americans see widespread use of driverless cars as a good thing, highlighting the need for public trust and safety assurance.

How did the incident involving GM's Cruise impact Waymo?

After Cruise's permit was pulled due to safety concerns, Waymo became the only company allowed to operate a driverless car business in San Francisco, accelerating its expansion efforts.

What challenges does Waymo still face despite its success?

Waymo faces challenges like vehicles freezing in busy streets, interfering with emergency situations, and public skepticism, as well as an ongoing investigation by federal regulators over collisions.

How is Waymo planning to expand its reach?

Waymo is expanding through partnerships, like the one with Uber starting in 2025, and increasing its presence in cities like Austin and Atlanta.

Chapters
A Waymo driverless car was vandalized and burned in San Francisco's Chinatown, highlighting growing tensions over self-driving technology in the city. Several incidents involving Waymo and Cruise vehicles, including traffic blockages during emergencies, fueled public concerns.
  • Vandalism and burning of a Waymo car in San Francisco's Chinatown
  • Growing tensions over self-driving technology
  • Incidents involving Waymo and Cruise vehicles causing traffic issues

Shownotes Transcript