웨이모의 차량 호출 서비스: 경제성, 안전성 및 향후 계획

웨이모는 운전면허 없이도 이용할 수 있는 완전 자율 주행 차량을 제공함으로써 도로 안전을 강화하는 것을 목표로 합니다.

### 자율 주행 및 안전 이니셔티브에 대한 Waymo의 진행 상황
* 🚗 Waymo는 샌프란시스코, 피닉스, 로스앤젤레스와 같은 도시에서 **매주 10만 건 이상의 차량 호출**을 달성했으며, 평균 차량 호출 거리와 목적(대중교통 환승 또는 심부름 등)은 다양합니다.
* 📊 샌프란시스코에서는 **약 36%의 사용자가 대중교통 환승**을 위해 이 서비스를 이용하고 있으며, 일반적으로 환승을 위해 **약 3마일을 이동**합니다.
* 🛡 Waymo는 일관성과 안전에 중점을 둔 프리미엄 서비스로 운영되며, 이는 **고객이 기꺼이 지불할 수 있는 요금 구조**에 반영됩니다.
* ✈ 이 회사는 **피닉스 스카이 하버 공항에 연중무휴 24시간 커브사이드 픽업 서비스**를 성공적으로 구축했으며 **샌프란시스코 국제공항에서도 유사한 서비스**를 구현하기 위해 SFO 관계자와 긴밀히 협력하고 있습니다.
* 🔍 Waymo는 안전 문화와 투명성에 자부심을 가지고 있으며, 최근 **대중과 데이터를 공유하는 안전 허브**를 출시하여 **도로 안전 지표의 개선**을 선보이고 있습니다.
* 💰 알파벳으로부터 50억 달러의 대규모 투자를 받은 Waymo는 **6세대 드라이버와 같은 혁신적인 접근 방식**을 통해 운영 비용을 절감하면서 기술을 확장하는 데 주력하고 있습니다.
* 🤝 경영진의 변화에도 불구하고 웨이모는 **알파벳 경영진과 강력한 관계**를 유지하며 전략적 목표에 대한 지속적인 지원을 보장하고 있습니다.
* 🚦 자율 주행에 대한 Waymo의 독특한 접근 방식은 **방정식에서 인간 요소를 제거**하고, **운전 면허가 없는 사람들을 위한 모빌리티 접근성을 확대**하며, **레벨 4 기술을 통해 안전을 우선시**하는 데 중점을 둡니다.

When we said you were coming on the show, lots of people had very sort of granular questions about the paid rides. So let's start that. Know, what is the average distance taken, the average fare per ride? And a bit more about the economics of what you've achieved. Yeah, thank you so much and for having me. And I would love to hear more about your experience because I've been watching your social engagement like so many of our riders. So you said it. You know, we've reached over 100,000 rides per week across San Francisco, Phoenix, and Los Angeles. Those are the distances that people travel and how they're using the service vary wildly between those locations. In San Francisco, we're finding that like 36% of people are actually using the service to connect with transit, you know, which is really surprising for us. So that's like depending on where they are in the city, it could be like about a three-mile ride to get to a transit or

to get to work. Other people are using it to run errands and to doctor's appointments. So it really depends. And when you talk about the economics, you know, we're a premium service. And so people are, you know, paying for the consistency and the safety of the Waymo driver in the Waymo one service under the sort of co-CEO model. You're really focused on the commercialization of what Waymo has been doing for quite a long time. And just going back to what you just said, yeah, I use Waymo often. I also use Tesla's FSD Supervised and was using Cruise. And you know, the experience is interesting, but I'm trying to think about how I would use it in the course of my normal life. And for me, SFO is a big thing. So when am I going to be able to go down to SFO in a Waymo from here on Pier three Embarcadero? And what's the progress you're making

there? Yeah. So, you know, when we launched in Phoenix, one of the early, early engagements was with the Phoenix Sky Harbor Airport. And so now we offer 24/7 pick up at the curbside there. You know, it's a process. We were the first autonomous vehicle company to receive FAA approval to be able to do that kind of pickup. And so we're deeply engaged with SFO officials so that we can do exactly that kind of pick up. The other thing that we're also deeply engaged in with our employees right now is fully autonomous rides on freeways because, you know, people want to take trips to and from the airport and they want to do it on freeways. And so we have that going in Phoenix. We have it also in San Francisco with our employees right now. And both of those are really critical unlocks for us. And we're really focused on it right now. And, you know, doing everything with

safety at the center of how we move. It's iterative, it's deliberate, and it takes what it takes to get it right. Let's dwell on that safety. TAKEDA And thank you for joining us today because S&P actually kudos to you calling out Waymo as the front runner in the field of EVs in the United States. But they do say challenges remain, including an ongoing investigation from the National Highway Traffic Safety Administration. How are you discussing that? How are you looking at your safety data? So we're really, really proud. I mean, we, you know, founded in 2009 as the Google self-driving car project. Our company culture is built around safety, and it's built around the transparency of our safety. You know, there's not one measure of safety. So we've built a lot of measures and a lot of transparency. And last week we launched the safety hub, and we're the only company that's sort of putting all of our data out

there for academics, the media, everyone to engage with it and understand why it is that we know that we are through the data. Improving road safety just had some of the stats up, right? Like reducing the number of airbag deployments, injury-causing crashes. I mean, this is why we exist, right? Level four technology should make the roads safer for humans, for pedestrians, for cyclists, vulnerable road users. And we're showing that that's the case. But we're still, with the investigation, engaging, demonstrating that, you know, engaging at every level of government is what you have to do when you're the first to do this. No one's reached this level of scale. And so we understand it has a role to play. And we also have a role to play in being very transparent. And for that, you need money. And luckily, you got a large amount of it, 5 billion coming from Alphabet.

Just tell us about the investment needs, the focus of that. S&P again calling out the need for this sort of capital investment to drive the US forward. Yeah. So super fortunate to be backed by Alphabet as well as our other external investors. You know, we're laser-focused on scaling this technology and so that investment, while it's a big number, doesn't represent a significant growth in our overall trajectory because we've been very diligent about bringing down our cost structure over time. And so you saw us in the last couple of weeks introduce our sixth-generation driver. When you see us introducing a new technology or a new approach to our go-to-market strategy, one of the things that you can think about is that's going to make scaling our business more efficient over time. And so that's what we're really focused on doing. And having the backing of Alphabet is a great, great place to be. Teacher. What's your relationship like with Rieff?

I had my sort of final quarterly earnings call with her at the last call, and she's focused on other things now. How will you work together if she kind of transitions to a different function at Alphabet? Yeah. So Ruth is going to remain involved, right? She's taking on this role as president and chief investment officer. And we are obviously a really important investment for Alphabet. And so she's been involved since I joined the company. She's a very, very ardent supporter of Waymo, and I look forward to continuing to work with her in this new capacity. To. As you know, I kind of have a hands-on experience of your competitive landscape. What do you make of sort of Tesla's strategy with Robotaxi and a proprietary ride-hailing app? And also, why sort of is your approach different and going to succeed to them or to a cruise, for example? You know, this sort of question of competitive landscape I think is so

interesting because we are in the business of trying to make the road safer, and we are in the business of doing it in a way that takes the human out of the loop for two reasons. One is it expands the number of people who have access to mobility options, right? If you don't need a driver's license, if you don't have to sit behind the wheel, then Waymo's a perfect opportunity for you, and hopefully any level for that, actually, any level four system that actually makes the roads safer will be that. And so that's the way we think about it. And so when I think about some of the other approaches that people are taking, I think if you need a driver's license or if the human has to take over, it's just very different. And it's not, you know, we're heads down focused on our strategy, which is a level four technology.

Waymo Hits 100,000 Weekly Paid Rides

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Waymo의 유료 차량 서비스: 개요 및 영향

Waymo는 샌프란시스코, 피닉스, 로스앤젤레스에서 다양한 거리와 목적에 따라 매주 10만 건 이상의 차량 서비스를 제공하고 있습니다.

샌프란시스코에서는 라이더의 36%가 대중교통 환승을 위해 서비스를 이용하고 있으며, 다른 라이더들은 심부름이나 약속을 위해 서비스를 이용하고 있습니다.

이 프리미엄 서비스는 일관성과 안전에 중점을 두고 있으며, SFO까지 차량 서비스를 포함하여 향후 상용화 및 확장할 계획입니다.

Waymo는 피닉스 스카이 하버 공항에서 연중무휴 24시간 커브사이드 픽업 서비스를 시작했으며, 이 서비스에 대해 FAA의 승인을 받은 최초의 자율주행 차량 회사입니다.

또한 피닉스와 샌프란시스코에서 운영 중인 직원 출퇴근용 고속도로 완전 자율주행 차량 서비스에도 주력하고 있습니다.

Waymo는 안전과 투명성을 중심으로 한 강력한 기업 문화를 강조하며 최근 안전 데이터를 공개적으로 공유하는 안전 허브를 시작했습니다.

레벨 4 기술이 도로 안전에 미치는 투자 및 영향

레벨 4 기술은 부상을 유발하는 충돌 사고와 에어백 전개를 줄여 보행자와 자전거 운전자를 포함한 모든 사용자의 도로 안전을 개선하는 것을 목표로 합니다.

이 회사는 기술을 확장하고 비용을 절감하는 데 중요한 역할을 하는 알파벳으로부터 50억 달러의 투자를 받았습니다.

6세대 드라이버와 새로운 시장 진출 전략의 도입으로 시간이 지남에 따라 비즈니스가 더욱 효율적으로 확장될 것으로 예상됩니다.

루스는 사장 겸 최고투자책임자로서 Waymo에 계속 참여하여 회사의 사명을 지원할 것입니다.

Waymo의 이동성에 대한 접근 방식은 운전면허증과 사람의 개입이 필요 없도록 하는 데 중점을 두며, 교통수단에 대한 접근성을 확대하고 도로를 더 안전하게 만드는 것을 목표로 합니다.

웨이모는 레벨 4 기술에 중점을 두어 인간 운전자에 의존하는 테슬라나 크루즈와 같은 경쟁업체와 차별화됩니다.