I think the pitch is that they can be 99.999% sure their vehicle won't kill anyone, vs Tesla being 99.99% sure. If you have enough vehicles on the road, that .0

I think the pitch is that they can be 99.999% sure their vehicle won't kill anyone, vs Tesla being 99.99% sure. If you have enough vehicles on the road, that .009% could translate into quite a few affected drivers. Geofencing constrains the total number of situations to a more manageable level. Maybe that's how they've pitched this? Otherwise, I can't imagine throwing 100M+ after a late entry to a market saturated with big players with deep pockets. That, or China gave Sequoia China a great backroom deal.