I appreciate you sharing articles. Do you feel that we're trying to establish how well I see 'reality' or about Tesla's odds of deploying self-driving cheaply and widely. It feels like the former, but maybe I'm not being charitable enough in my reading of your posts.
Simply sharing the evidence that helped shape your own worldview does not necessarily invalidate mine. The first-hand evidence I shared supported my claim that Tesla has wide distribution, lots of data, and falls somewhere on the spectrum of self-driving (admittedly not fully autonomous).
The evidence you shared shows that Waymo has limited (but increasing) deployment, limited data (only the 3 metro areas), relatively little revenue, and—to its credit—fully autonomous driving capabilities under city-driving circumstances.
Waymo is taking a different development path and I'm rooting for them too.
But I'm still not convinced that the odds are in their favor. Can they build a relatively affordable car and especially their LIDAR system at scale? Will they be able to scale production before Tesla cracks the fully autonomous nut? I personally still think the odds are still in Tesla's favor. Note that I did not ever say: 'Tesla is the only one who can or will make self-driving work'.
Simply sharing the evidence that helped shape your own worldview does not necessarily invalidate mine. The first-hand evidence I shared supported my claim that Tesla has wide distribution, lots of data, and falls somewhere on the spectrum of self-driving (admittedly not fully autonomous).
The evidence you shared shows that Waymo has limited (but increasing) deployment, limited data (only the 3 metro areas), relatively little revenue, and—to its credit—fully autonomous driving capabilities under city-driving circumstances.
Waymo is taking a different development path and I'm rooting for them too.
But I'm still not convinced that the odds are in their favor. Can they build a relatively affordable car and especially their LIDAR system at scale? Will they be able to scale production before Tesla cracks the fully autonomous nut? I personally still think the odds are still in Tesla's favor. Note that I did not ever say: 'Tesla is the only one who can or will make self-driving work'.
> relatively little revenue
100k rides/wk * 4 weeks/mo * 12 months * $50/ride = $24m/year Yet Alphabet is investing $5 billion, hence 'relatively little'