Dmitri Dolgov, co-CEO of Waymo, discusses the 20-year journey from the DARPA challenge to full autonomy. He explains the Waymo Foundation Model—a multimodal world action model powering the driver, simulator, and critic—and how their "end-to-end plus" architecture enables superhuman safety and exponential scaling.
Wayve CEO Alex Kendall discusses their contrarian, AI-first approach to autonomous driving. He explains their journey from a garage prototype using reinforcement learning to developing a generalizable AI driver that has driven zero-shot in over 500 cities. Kendall emphasizes a strategy focused on licensing this embodied AI for mass-market consumer vehicles—a 100-million-unit-per-year opportunity—rather than building bespoke robotaxis, arguing that the future is an AI that can drive any car, anywhere.
Alex Kendall, CEO of Wayve, discusses the architectural shift from AV 1.0's hand-engineered robotics to AV 2.0's end-to-end deep learning. He explains how Wayve's generalization-first approach, powered by world models and diverse data, allows them to scale across hundreds of cities and multiple automotive OEMs, creating a path toward a general-purpose embodied AI foundation model.