Comment by lern_too_spel
2 years ago
I was with you until the Tesla hot take. I'd bet dollars to donuts that Tesla doesn't get to level 4 by the end of the decade. Waymo is already there.
2 years ago
I was with you until the Tesla hot take. I'd bet dollars to donuts that Tesla doesn't get to level 4 by the end of the decade. Waymo is already there.
I agree, but I also bet Waymo doesn't exist by the end of the decade. Not just because it's Google but because it's hard to profit from.
I could see that in the coming years the value of Waymo for Google is not actually in collecting revenue from transportation fees but to collect multi modal data to feed into its models.
The amount of data that is collected by these cars is massive.
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