Tekedra Mawakana, Co-CEO of Waymo: Building a Safer Way Home

By Stanford Graduate School of Business

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Key Concepts

  • Waymo Driver: The core autonomous driving technology developed by Waymo, designed to be a generalizable system for various vehicle platforms (ride-hailing, delivery, trucking).
  • Multimodal Sensor System: A safety-critical approach utilizing a combination of LiDAR, cameras, and radar to perceive the environment.
  • Moonshot Thinking: The pursuit of transformative, high-risk, high-reward technology aimed at solving fundamental human challenges.
  • Safety-First Culture: A methodology where safety is not a retroactive feature but a foundational element of software releases, reporting, and decision-making.
  • Generalizable Autonomy: The strategy of building a driver that can operate across different vehicle types and use cases, rather than building specific vehicles.

1. Career Path and Leadership Philosophy

Tequila, co-CEO of Waymo, attributes her professional ambition to her upbringing in Mississippi, which instilled a deep sense of community, identity, and connection to the earth. Her career trajectory—from law school to roles at AOL, Yahoo, and eBay—was defined by a desire to navigate the "entanglement" of emerging technology and regulatory frameworks.

  • The "Moonshot" Leap: Transitioning to Waymo in 2017 represented a shift from the "certainty" of established public companies to the ambiguity of a startup. She emphasizes that taking this risk was a "put me in coach" moment, driven by the belief that one should pursue opportunities that are genuinely terrifying.
  • Leadership Principles: She advocates for "knowing your craft" and understanding one's relationship with ambiguity and hierarchy. Her leadership style focuses on the "do-say ratio"—ensuring that the company’s actions consistently align with its stated safety commitments.

2. The Waymo Driver and Safety Strategy

Waymo’s approach to autonomous driving is centered on the "Waymo Driver," a technology stack that removes the human from the driving task entirely.

  • Safety vs. Perfection: Tequila argues that "safe enough" is not an acceptable standard. Waymo aims to improve upon the status quo, citing a 13x reduction in serious injury-causing crashes compared to human drivers in their operational areas.
  • The "No-Takeover" Philosophy: Unlike systems that require human intervention (e.g., autopilot features), Waymo focuses on full autonomy. This prevents the risks associated with human distraction, allowing passengers to "be human" (text, relax, or work) without the burden of monitoring the road.
  • Crisis Management: Regarding recalls (such as the San Antonio flooding incident), she emphasizes transparency and proactive engagement with regulators like the NHTSA. A recall is viewed as a necessary step for continuous improvement and maintaining public trust.

3. Stakeholder Engagement and Public Trust

Building trust is described as a "flywheel" effect that requires engagement beyond just the technology sector.

  • Community Partnerships: Waymo collaborates with organizations like Mothers Against Drunk Driving and the National Safety Council to align their mission with broader societal goals, such as providing independence for the elderly and vision-impaired.
  • Educational Outreach: In the early days, Waymo used virtual reality goggles to help regulators and the public visualize the autonomous experience.
  • Inclusivity: To address skepticism, Waymo focuses on hiring diverse teams that understand the history of exclusion in technology and mobility, ensuring the service is accessible and responsive to community feedback.

4. Future Outlook and Economic Impact

Tequila acknowledges the inevitable displacement of some driving roles but highlights that the "entire pie" of transportation demand grows as autonomous options become available.

  • Job Transition: Waymo is funding studies and partnering with institutions like Bronx Community College and Tech Force to retrain workers for roles such as autonomous fleet technicians and depot managers.
  • Urban Planning: She envisions a future where autonomous fleets reduce the need for parking and congestion, allowing cities to reclaim space for green areas and community hubs.
  • The 10-20 Year Horizon: While teenagers may still learn to drive for personal enjoyment, she anticipates a shift where people choose between driving themselves and utilizing autonomous services, ultimately leading to a world where there is "always a safe way home."

5. Notable Quotes

  • "If it doesn't terrify you, it's probably not worth it." (On taking career risks)
  • "I don't think you can build safety retroactively." (On the necessity of a safety-first culture)
  • "We don't rely on the trust from yesterday, but earn the trust today, earn the trust tomorrow." (On the ongoing nature of public trust)
  • "Humans don't have to worry about the driving task. Go be human." (On the benefit of full autonomy)

Synthesis

The core takeaway from the discussion is that Waymo’s success is not merely a technical challenge but a societal one. By prioritizing a rigorous, multimodal safety framework and fostering deep, authentic partnerships with communities, Waymo aims to transition from a technology provider to a fundamental utility that saves lives. Tequila’s leadership emphasizes that the ultimate goal is to eliminate the inherent risks of human driving, providing a safer, more accessible future for all.

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