> The Waymo World Model can convert those kinds of videos, or any taken with a regular camera, into a multimodal simulation—showing how the Waymo Driver would see that exact scene. Subtle brag that Waymo could drive in camera-only mode if they chose to. They've stated as much previously, but that doesn't seem widely known.
I think I'm misunderstanding - they're converting video into their representation which was bootstrapped with LIDAR, video and other sensors. I feel you're alluding to Tesla, but Tesla could never have this outcome since they never had a LIDAR phase. (edit - I'm referring to deployed Tesla vehicles, I don't know what their research fleet comprises, but other commenters explain that this fleet does collect LIDAR)
https://youtu.be/LFh9GAzHg1c?t=872
They've also built it into a full neural simulator.
https://youtu.be/LFh9GAzHg1c?t=1063
I think what we are seeing is that they both converged on the correct approach, one of them decided to talk about it, and it triggered disclosure all around since nobody wants to be seen as lagging.