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The a16z Show

The System Behind Self-Driving: Waymo’s Dmitri Dolgov

The a16z Show

a16z

Culture, Business, Science, Disruption, Technology, Software Eating The World, Entrepreneurship, Innovation

4.21.2K Ratings

🗓️ 17 April 2026

⏱️ 64 minutes

🧾️ Download transcript

Summary

Waymo is now delivering hundreds of thousands of fully autonomous rides each week — but getting there required more than better models. It meant building a complete system for training, evaluating, and deploying a driver in the real world. In this episode — originally aired on the Cheeky Pint podcast — Waymo Co-CEO Dmitri Dolgov joins John Collison to break down how self-driving actually works today: from sensor fusion across LiDAR, radar, and cameras, to simulation, “critic” models, and the role of AI in decision-making. They also explore why full autonomy is fundamentally different from driver-assist, what it takes to scale globally, and how recent advances in AI are reshaping the path forward.

Transcript

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0:00.0

When you're driving around, or being driven around, say, we think about what we're building as a driver.

0:07.0

I can imagine building a big model that understands how the physical world works and understands the important properties of what it means to drive, the social aspects of driving, and what it means to be a good driver

0:22.0

as opposed to that one.

0:23.6

I would say that we've clearly moved past the stage of scientific research and deep

0:31.3

core technology development to this new phase of accelerated global scaling and deployment.

0:40.3

Waymo is now doing nearly half a million fully autonomous rides a week across multiple cities,

0:45.7

a shift from long-term research to real-world scale.

0:49.6

In this episode, originally aired on the Cheeky Pint podcast, Waymo co-CEO CEO Dmitri Delgov joins John Collison

0:56.7

to break down how they built the system behind it, from the sensor stack in why LiDAR still

1:02.0

matters, to the role of simulation and critic models in training the AI. They also get into

1:08.1

why driver assist won't naturally evolve into full autonomy,

1:12.0

what it takes to scale globally and how the product itself is changing,

1:16.4

from custom-built vehicles to entirely new economies of ride-hailing.

1:23.3

Dimitri Dolgav is co-CEO of Waymo.

1:25.8

He joined Google's self-driving car project 2009 as one of its first engineers and was repeatedly promoted until he took it over in 2021.

1:33.1

Waymo is Google's most successful moonshot and now provides over 500,000 fully autonomous rides each week.

1:39.3

Cheers, by the week. Yeah, cheers.

1:41.6

You grew up in Russia, right? I grew up in Russia.

1:46.0

Then I was actually a Soviet Union. Right, right, exactly.

1:48.0

My dad is a physicist, so the Soviet Union started falling apart, and then he got, had a

1:56.0

position, a visiting position in University, in Kyoto University for a year. We moved there as a family,

2:02.4

and then he went to Berkeley, and I kind of tagged along. And then I ran out of, you know, I graduated

...

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