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My primary contribution to this massive undertaking was writing a cover story about our No. 1 company, Waymo. The feature looks at how the self-driving pioneers robotaxi service went from an unlikely skunkworks project at Google to a commercial service now serving 200,000 riders a week, and what might be next. Read it, and youll hear from Waymos co-CEOs, Tekedra Mawakana and Dmitri Dolgov, along with others inside and outside the company.
But along with all the fresh interviews I did, I revisited one I conducted in September 2013. Thats when I sat down with Google cofounder and then-CEO Larry Page for a Time magazine story. The piece focused on the companys moonshot strategy of assigning itself improbably ambitious projectsespecially a division it had started, Calico, that was charged with investigating ways to extend the human life span. (Its still at it.)
At the time, Waymo wasnt yet Waymo. Announced less than three years earlier, the effort was a mysterious research project within the Google X lab. The company was secretive enough about the whole thing that when I took a brief highway trip in one of its self-driving cars near the Googleplex in Mountain View, it was with the understanding that my Time article wouldnt detail my impressions. (Almost a dozen years later, I can finally spill my guts: I thought it was incredible.)
I knew that story should touch on Googles autonomy project, and that speaking about it with Page was a rare opportunity. Even then, he granted as few press interviews as his PR team would let him get away with. My contacts at the company warned me that he might fall silent or even walk out in mid-conversation.
When the day came, Page turned out to be both engaging andas far as I could tellengaged. But his handlers didnt exaggerate his dislike of talking to the press. My interview turned out to be among the last he gave. After creating Alphabet as a new holding company optimized for managing moonshots and handing Googles reins over to Sundar Pichai, he pretty much retired from public life altogether. What he thinks about Waymos present momentum, Im not sure.
Back in 2013, however, Page told me quite a bit about the origins and goals of Googles self-driving initiative, explaining that it stemmed from his own interest in the technology, which had been percolating since the mid-1990s. He stressedagain and againthat he was in a hurry to see autonomous cars become an everyday reality. He might even have been happiest if someone had pulled off the feat before Google was in a place to give it a try.
I was at Stanford as a grad student when I became interested in that, he told me. Nothing really changed between [then] and when we started working on it. I’m sure computers got better, and sensors got better, but there’s no reason why people couldnt have been working on it 10 years earlier, for real.
Now, it should be noted that Googles self-driving project didnt spring out of nowhere: Its founder, Sebastian Thrun, current co-CEO Dolgov, and others involved with the effort over the years contributed to Stanfords entries in a series of Grand Challenges put on by the U.S. Department of Defenses DARPA lab from 2004 to 2007. But those competitions were races among experimental autonomous vehicles conducted in the desert and other isolated environments. By moving quickly to test its self-driving cars on public roads, Google really did give the technology an abrupt shove toward reality.
Ten years earlier, it would’ve been harder, Page allowed. It would’ve cost twice as much as it does now. But that’s not a major cost. I’m sad that it didnt get done earlier. My key insight is that there are just such opportunities out there to do things faster and do things that matter to people. What’s limiting those things getting done is people wanting to pursue them, and being organized about it, and understanding the opportunities.
According to Page, one of his primary roles as CEO was to identify moonshots such as teaching a car to drive itselfthough he added that he considered his indispensability to this process as a limiting factor. A bunch of these things we’re working on have come from me, he said. It actually kind of worries me, because I wish that we had a more scalable process to do that. That’s a big part of what [Google] X is doing, to both think about more possible ideas and also have a deep technological understanding of what’s possible.
Still, the question remained: Why Google? The company had made its bones and its fortune with its namesake search engine. Its most successful follow-ups, such as Gmail, were in closely related areas. Even the Google+ social network, which was in the process of flopping when Page and I spoke, wasnt far removed from the companys comfort zone. But on paper, it wasnt obvious why a search company might be poised to disrupt the transportation industry in the most fundamental way imaginable.
Page did point out that some of Googles existing skills and intellectual property could be applied to the autonomy challenge: We have a lot of technologies for 3D modeling of the world that we developed, to really make Street View work and to make all of Google Maps work. Mostly, though, he argued that wildly disparate moonshots might be easier to get right than products requiring thoughtful integratio with existing Google mainstays. More than anything else, it was his and cofounder Sergey Brins willingness to connect dots that other corporate leaders didnt see that made something like self-driving cars make sense within the company.
What I’m saying is we have people who can apply [their expertise] to a variety of projects, he said. And I find that to be more scalable than some of what you might think of as our core businesses.
During our interview, Page noted that in some industries, it takes 20 years to go from idea to something real, bringing up the time span as a problem to be solved rather than an unavoidable fact. Rather than investing his full attention to steering Waymo and other new initiatives through to completion, he ended up stepping down as Alphabet CEO in 2019. He remains on the companys board but is also launching an unaffiliated AI startup, The Informations Jessica Lessin and Erin Woo report.
Still available in only a few cities, Waymo is following the 20-year trajectory that Page found so frustrating. Yet it may remain the Alphabet moonshot with the biggest shot at changing the world. Its a testament to his vision that its journey continues well after he moved on.
Youve been reading Plugged In, Fast Companys weekly tech newsletter from me, global technology editor Harry McCracken. If a friend or colleague forwarded this edition to youor if youre reading it on FastCompany.comyou can check out previous issues and sign up to get it yourself every Friday morning. I love hearing from you: Ping me at hmccracken@fastcompany.com with your feedback and ideas for future newsletters. Im also on Bluesky, Mastodon, and Threads, and you can follow Plugged In on Flipboard.
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