Taming the Long Tail: How Waymo Builds a Self-Driving Factory

Waymo principal scientist Drago Anguelov explains how machine learning infrastructure, hybrid design and smart simulated agents tackle the rare events of autonomous driving.

LFLex Fridman主持 · Lex Fridman Podcast
频道
Lex Fridman Podcast
视频
1:05:15
阅读
9 分钟
原文
英语
在 YouTube 打开
往下滚动阅读时,视频会缩到右下角继续播放。字幕跟随阅读语言。
阅读语言共 1 种语言可读
这篇文章还没有简体中文译文,先显示英语原文。
摘要

30 秒看懂

Drago Anguelov argues that self-driving is less about a clever algorithm than about building a scalable machine learning factory that finds and learns from rare events. He shows how Waymo pairs ML with expert-designed fallbacks, tests through billions of simulated miles, and relies on realistic learned agents to stress its driver.

  1. 1Driving is a long-tail problem: handling common cases is one effort, but taming rare situations such as a cyclist carrying a stop sign is another, and those rare cases matter just as much.
  2. 2Anguelov contrasts classical engineering, where the expert is an artisan with tools, with modern ML, where you build the factory (the infrastructure) and keep feeding it data to get better models.
  3. 3Because most driving data comes from common scenarios and has decreasing utility, selecting the right data through active learning, mining and auto-labels is a core part of the pipeline.
  4. 4Waymo's hybrid system uses redundant sensors and expert-built fallbacks so that the car still behaves safely when a learned model is not confident, while the share of ML grows over time.
  5. 5In simulation the car's own actions change what other agents do, so realistic, learned driver and pedestrian behavior is essential. Waymo simulates the equivalent of 25,000 cars and ten million miles a day.
  6. 6A scalable system must be able to notice when it is wrong or unsure, ask for labels or even check the consistency of its own beliefs, so that it can improve as it enters dozens or hundreds of cities.
全文

按章节阅读整理后的全文

只看原始文稿
01

Ten million miles later, the rare events are still what hold driverless cars back

Anguelov, a principal scientist at Waymo, traces the project from its start as a Google moonshot led by Sebastian Thrun, whose first goal was to drive ten different 100-mile segments. The first fully driverless ride on public roads happened in Austin in 2015, with a blind passenger inside. In 2017 Waymo put a fleet of fully self-driving vehicles on the streets of the Phoenix area, and a commercial service followed the next year.

By the time of the talk, Waymo had driven more than ten million miles on public roads, some of them driverless and some with human drivers collecting data. Even so, Anguelov says the team still keeps meeting scenarios it has never seen. A car that removes the human operator has to be capable of the entire task and has to do it safely, which is where the question of how many situations it must handle comes in.

His answer is the long tail. Getting a car to drive in common cases is one kind of effort, while taming the remaining rare situations is another, and they matter just as much. He shows clips of a cyclist carrying a stop sign, a pile of poles falling into the road, cone-based construction zones, emergency sirens, and a driver running a red light at speed just as Waymo's car is about to move off a green.

02

Perception, prediction and planning each face their own long tail

Anguelov breaks the core AI of the car into three tasks. Perception maps sensor data, such as pixels, lidar points and radar scans, to a scene representation of objects, semantics and maps. The difficulty is the sheer variety: people dressed as dinosaurs, different vehicle types, times of day and seasons, and odd configurations such as occlusion, reflections or someone carrying a large board.

Prediction is about anticipating what other actors, mostly people, will do, sometimes up to ten seconds ahead. Useful signals include past behavior, high-level semantics, and subtle cues like whether a pedestrian is looking at the car, a driver's gesture or a blinker. Agents also affect one another, as in a clip where two cyclists must go around a parked car and the Waymo vehicle slows to let them pass.

Planning is the decision-making machine that turns all this into acceleration, braking and steering. Its behavior has to be safe, comfortable for passengers and legible to other road users, while still making progress toward the destination. Anguelov shows a crowded school-gathering scene with pedestrians and a cyclist close behind as an example of the trade-offs involved.

03

Build the factory, not the artisan's product: ML infrastructure is the real engine

Anguelov offers an allegory. A classical system is built by an artisan who takes tools and crafts the product. It can reach something reasonable fast, but it becomes harder to change as it grows more complex. Modern machine learning is a factory: you build the infrastructure, feed it data and get models out, and you can keep iterating at scale.

The loop he describes is to release software to the vehicle, drive and collect data, select the interesting parts, send them to labelers, train models, test and validate them, and then redeploy. Each pass lets the team select new data that was not selected before. The whole thing has to be automated, which makes it a game of infrastructure.

He names three ingredients that Waymo gets from being part of Alphabet. The first is compute, including TensorFlow, data centers and specialized training hardware. The second is high-quality labeled data, where the key is not hoarding miles but choosing them, using active learning, data mining for rare or uncertain examples, and auto-labels that use what the car saw in the future to annotate the past. The third is strong models, with research collaboration with Google and DeepMind.

04

Letting machines design the networks can beat human engineers

As an example of infrastructure, data and models working together, Anguelov describes a project with the Google AutoML team on automatic neural network architecture search. Network design is usually done by human practitioners and can take months, especially under tight latency and compute limits. Waymo wanted to hand some of that work to machines, so the architecture can keep evolving as new data arrives.

The first approach reused a small sub-network cell found on the CIFAR-10 dataset and applied it to lidar point segmentation. After exploring several hundred cell combinations, the team found models with similar quality but much lower latency and compute, or somewhat higher quality at the same latency. Similar results appeared for lane detection, which means the automatic search outperformed the human-designed baselines.

The second approach was an end-to-end search over a much larger space using a cheaper proxy task. The team trained up to 10,000 architectures, took the top hundred and fully trained those. The first round did not beat the transferred cell, but a second round did, and a reinforcement learning search over 6,000 architectures improved on it further and also beat Waymo's in-house algorithm.

05

A hybrid system keeps the car safe when machine learning is unsure

Even with the factory running, models can be uncertain or wrong on rare cases, and a product cannot simply say the network does not handle something. Anguelov lists a first line of defense: a 360-degree view with complementary camera, lidar and radar sensors, each with different strengths and failure modes, so that when one fails the others usually still work.

The second is a deliberately hybrid design. Perception inputs are high-dimensional and large networks are hard to train with few examples, so expert knowledge can supply input representations and biases that make learning from a few examples easier. In perception, the car still uses tracks and obstacles from lidar and radar and drives safely relative to them even when ML is unsure. In prediction and planning, low confidence leads to more conservative driving.

Anguelov sums it up as two ways to attack the tail: protect against it, and keep growing the part that ML can handle. As the factory runs and models improve, the scope of ML grows and the need for hand-built protection shrinks.

06

Billions of simulated miles only work if the simulated drivers behave realistically

Testing a new algorithm by driving it around is too slow when some conditions are rare, and code should be well tested before it goes on public streets. Waymo uses structured testing at a 90-acre former Air Force base for staged situations, but the bulk of testing is simulation: the equivalent of 25,000 virtual cars driving ten million miles a day, with over seven billion miles simulated. Even a small change to perception can ripple through the whole system, so tests have to go all the way up the stack.

Scenarios come from safety-expert analyses of typical accident conditions and, more importantly, from logs of real driving that can be varied to create new cases. The catch is that in simulation the car's own actions alter the world. Anguelov shows a case where the simulated car moves differently, so another agent that safely passed in reality would now collide, which means other agents must react realistically.

Simple brake-and-swerve models do not produce believable behavior in merges, lane changes or intersections, so Waymo tries learning agents from demonstration. In a recent paper the team trained a network on 60 hours of driving, using a top-down image around the vehicle with the road map, traffic lights, perceived objects, pose history and the intended route. To avoid compounding errors it added synthetic perturbations, and it also added road-mask and collision losses so the agent stays on the road and avoids hitting others.

The learned agent handled many scenarios and even drove a real Waymo car on a road it had never seen. But it failed in telling ways: it drove too fast to make a turn it could not see coming, and it did not complete a complex U-turn. The lesson, Anguelov says, is that the long tail returns in testing, because a model with millions of parameters may not learn behavior that appears only two or three times in 60 hours.

07

Smart, tunable agents let Waymo test against aggressive and cautious drivers alike

For the tail of human behavior, Anguelov argues for simpler, expert-designed models that are easier to learn with few examples. He describes a trajectory optimization agent inspired by motion control theory: it plans a trajectory that minimizes costs, with attractor potentials that pull toward where the agent went in the log and repeller potentials that push away from collisions. Only a few dozen parameters need tuning.

Those parameters can be learned with inverse reinforcement learning so that the resulting trajectories look like observed behavior of a chosen type. That lets the team dial in aggressive or conservative drivers. In his demos, an aggressive driver pushes past Waymo's car and forces it further into its lane, while a conservative one lets the car switch lanes comfortably; there is also an aggressive weaving motorcyclist and a highway merge where one driver finds a small gap and goes for it.

He lays out a space of agent models, from replaying logs and hand-designed reactions to brake-and-swerve, trajectory optimization and end-to-end top-down models. Each has different utility and needs different numbers of examples. His conclusion is that smart agents are critical at scale, since accurate models of human behavior help the car make better decisions, support robust simulation and treat the vehicle itself as one more agent.

08

Scaling to hundreds of cities requires a system that knows when it is wrong

Anguelov closes with a mental test for scalable AI systems. Each new city brings its own tail, from Paris intersections and Lombard Street to narrow European streets and Pittsburgh's famous left turn. His proposed process is to drive in a new environment for about 30 days or more, collect the data, and have the system improve on it. That requires a system that can be trained on the collected data.

He stresses that a system must be able to quantify, or elicit, whether it is incorrect or not confident, because then it can take action, such as asking human raters. Even better would be a system that updates itself, for example by checking the consistency of its beliefs and looking for explanations that agree with each other, so it can learn from unlabeled data. He flags this reasoning idea as his own theory, and says scalable training and testing infrastructure completes the virtuous cycle.

In the Q&A, he says realism in simulated sensor data is an open research problem, with some teams training on simulators and others learning mappings that make simulated scenes look real. On uncertainty, he mentions networks that regress their own uncertainty, sampling or dropout, and temporal consistency checks. Asked how soon self-driving will be everywhere, he says it will take a while, since logistics, tuning and testing are needed to make it safe in each environment.

On whether non-ML methods still matter, he says today's machine learning still makes errors, so it needs to be complemented by expert design, and that this need should shrink as ML improves. The hybrid approach is effort-intensive but is the right choice for rare cases where data is hard to collect. In his words, the team is not religious about it: they just need to solve the problem, and right now a hybrid is the right mix.

同频道的其他文章

3:36:56EN → 简体中文
Lex Fridman· 2026年9月16日播客精神病学至今没有属于自己的青霉素主持 Lex Fridman历史学家 Andrew Scull 与 Lex Fridman 谈到,这门学科对症状有所缓解,但没有哪一种重大精神疾病真正被根治;过度自信的时候,代价要由病人来扛。Mental HealthPublic HealthNeuroscience
5:15:51EN → 简体中文
Lex Fridman· 2026年8月26日播客 · 2 人对谈DHH 没有亲手写一行 Omarchy Quattro 的代码嘉宾 DHH · 主持 Lex Fridman与 Lex Fridman 一次充满怀疑的对话过去十三个月后,Rails 的创造者讲述了 Opus 4.5、一群编码智能体(Agent)和一个一分钟的 Linux 安装器,如何结束了他一凿一凿手写 Ruby 的时代。编程智能体Vibe Coding智能体工程+3
3:12:58EN → 简体中文
Lex Fridman· 2026年8月12日播客 · 2 人对谈一个冷水澡,二十位冠军:Khabib Nurmagomedov 是如何炼成的嘉宾 Khabib Nurmagomedov · 主持 Lex Fridman在马哈奇卡拉的一间学校体育馆里,七十个人共用一个淋浴间,而且只有冷水。Martial ArtsCombat SportsCoaching+3
3:46:18EN → 简体中文
Lex Fridman· 2026年7月28日播客 · 2 人对谈抽掉奴隶制,就没有美国内战嘉宾 Gary Gallagher · 主持 Lex Fridman1860 年,美国奴隶主名下的奴隶价值,超过了全美所有铁路和工厂的总和。Political PhilosophyLeadershipHistory
3:51:47EN → 简体中文
Lex Fridman· 2026年6月30日播客 · 2 人对谈46% 的皇帝被暴力推翻,帝国照样延续下来嘉宾 Anthony Kaldellis · 主持 Lex Fridman历史学家 Anthony Kaldellis 与 Lex Fridman 一起走过 2200 年的罗马史,并主张我们所说的拜占庭,其实就是罗马本身。Political PhilosophyGeopoliticsLeadership
2:53:42EN → 简体中文
Lex Fridman· 2026年5月29日播客 · 2 人对谈月亮一直在下落,却总也落不到地球上嘉宾 Biggest Mysteries in Physics · 主持 Lex Fridman费米实验室(Fermilab)物理学家 Don Lincoln 在与 Lex Fridman 的对谈中说,物理学的历史就是一部统一的历史;反物质(antimatter)、暗能量(dark energy)和万物理论(theory of everything)依然远在我们能做的实验之外。Quantum MechanicsScience CommunicationPhilosophy of Science