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Product lessons from Waymo | Shweta Shrivastava (Waymo, Amazon, Cisco)

Shweta Shrivastava is a Senior Product Leader at Waymo, an autonomous driving technology company backed by Alphabet. Prior to joining Waymo, she was the CPO of Nauto, where she also worked on AI-assisted driver tools. Shweta has worked in product for over 15 years in senior roles at several companies, including Amazon and Cisco. In today’s episode, we discuss: • How Waymo builds trust with riders • Product management at Waymo vs software-only products • The state of self-driving technology • The importance of being a disruptor and why large companies need to disrupt more • Underrated product management skills — Brought to you by Vanta—Automate compliance. Simplify security | Public—Invest in stocks, treasuries, crypto, and more | LMNT—Zero-sugar hydration Find the full transcript at: https://www.lennyspodcast.com/product-lessons-from-waymo-shweta-shrivastava-waymo-amazon-cisco/#transcript Where to find Shweta Shriva • LinkedIn: https://www.linkedin.com/in/shshrivastava/ Where to find Lenny: • Newsletter: https://www.lennysnewsletter.com • Twitter: https://twitter.com/lennysan • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/ In this episode, we cover: (00:00) Shweta’s background (03:47) What Shweta and her team are responsible for at Waymo (05:30) About the autonomous driving vehicle hardware, software, and simulation tools  (08:14) Differences in working at Waymo vs. a more traditional software company (11:02) How Waymo builds trust with riders and the difference between driver assist and fully autonomous (13:57) An example of how Waymo builds trust with riders (15:55) The commercial, operational, and system behavior metrics Waymo uses  (20:38) What are L5 autonomous vehicles and why Shweta thinks L4 vehicles are good enough (22:53) How to keep investors enthusiastic when it’s a long-term investment (25:24) Building successful teams and successful products (26:39) Determining what you’re not building, especially before product-market-fit (27:49) Why large companies need to disrupt their own models  (29:33) The most underrated product management skills (33:07) Tips for getting promoted (35:19) Where is Waymo and how to try it out (36:46) Lightning round Referenced: • Waymo: https://waymo.com/ • Nauto: https://www.nauto.com/ • Working Backwards: Insights, Stories, and Secrets from Inside Amazon: https://www.amazon.com/Working-Backwards-Insights-Stories-Secrets/dp/1250267595 • Crossing the Chasm: Marketing and Selling Disruptive Products to Mainstream Customers: https://www.amazon.com/Crossing-Chasm-3rd-Disruptive-Mainstream/dp/0062292986 • The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail: https://www.amazon.com/Innovators-Dilemma-Technologies-Management-Innovation/dp/1633691780 • Top Gun: Maverick on Amazon Prime: https://www.amazon.com/Top-Gun-Maverick-Tom-Cruise/dp/B0B18G8R9B Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

Shweta ShrivastavaguestLenny Rachitskyhost
Apr 8, 202342mWatch on YouTube ↗

At a glance

WHAT IT’S REALLY ABOUT

Waymo’s Product Playbook: Safety, Trust, and Long-Game Autonomy Strategy

  1. Shweta Shrivastava, Senior Director of Product at Waymo, explains how Waymo builds, validates, and scales fully autonomous ride-hailing, and how this differs from traditional software and driver-assist systems. She dives into how the team encodes human-like “body language” into cars, balances extreme safety with practical progress, and measures performance against human driving. Beyond Waymo, she shares broad product lessons from Amazon, Cisco, and startups, emphasizing working backwards from customer problems, self-disruption, and disciplined focus. She closes with career advice for PMs on listening, challenging assumptions, and optimizing for impact rather than promotions.

IDEAS WORTH REMEMBERING

5 ideas

Design autonomous cars to feel human-like but safer than humans.

Waymo trains deep learning models on good human driving data (while discarding bad behavior) so the car can interpret intent (e.g., body orientation of pedestrians, gestures, social norms at intersections) and drive in ways that feel natural, not robotic.

Trust is a holistic product outcome, not a single feature.

Trust comes from many small design choices: cautious yet smooth driving, obeying speed limits but slowing more on steep downhills, giving riders visibility into what the car sees, and providing rider support that can intervene or assist when needed.

Safety reshapes the concept of MVP in hard-tech products.

In autonomous driving, you cannot “ship fast and break things”; the minimum viable product must clear a very high safety bar before public deployment, even though you still aspire to iterative improvement in the real world.

Measure autonomy against human driving, not in isolation.

Waymo benchmarks itself against human drivers on metrics like collisions per 100,000 miles, undue slowdowns, stranding events, rescue interventions, and how much it slows surrounding traffic, with the goal of being clearly safer and sufficiently assertive.

Commercial progress is as critical as technical progress for continued investment.

To maintain long-term backing from Alphabet and other investors, Waymo focuses on demonstrable milestones: paid public services in Phoenix and San Francisco, trip growth, user funnels, and operating costs—not just technical demos.

WORDS WORTH SAVING

5 quotes

It has to feel very human-like but in a good way—safer than human driving, but not unnatural.

Shweta Shrivastava

The concept of MVP has a whole new meaning here at Waymo because we can’t really cut corners on safety.

Shweta Shrivastava

You need to disrupt yourself before somebody else does, because it’s going to happen. It’s inevitable.

Shweta Shrivastava

If you’re not proactively trying to challenge your own assumptions, then I think you might not be listening well.

Shweta Shrivastava

The way to get promoted is to not want it too badly. Focus on impact and doing what’s right for the business.

Shweta Shrivastava

How Waymo’s product teams are structured and what they own (onboard software, simulation, ride-hail scaling)Designing human-like, trustworthy autonomous driving behavior and “car body language”Measuring progress: safety, system performance, commercial and operational KPIsL4 vs. L5 autonomy and what’s actually needed for mainstream self-drivingProduct management at Waymo vs. traditional software companies (MVP, safety bar, ambiguity)Core product lessons from Amazon, Cisco, startups (working backwards, focus, self-disruption)PM career development: listening, empathy, challenging assumptions, and promotion mindset

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