I'm bullish on Aurora's potential in the robotaxi space. The cofounders are powerhouse in the self driving world. Sterling Anderson was the director of Autopilo

I'm bullish on Aurora's potential in the robotaxi space. The cofounders are powerhouse in the self driving world. Sterling Anderson was the director of Autopilot for Tesla. Drew Bagnell was head of autonomy at Uber, and Chris Urmson was program manager for Google's self driving car project (now Waymo). One thing they all have in common is that they left their previous employers due to C-suite bullshit tripping them up. I started to suspect Waymo was making poor executive decisions back in 2015, and the suspicion was confirmed by an email from that time, revealed in the Waymo v. Uber lawsuit, from Urmson to Larry Page and Sergey Brin in which he wrote "Over the last six months we have stopped playing to win and instead are now playing to minimize downside" Aurora has managed to secure an integrated partnership with VW, another promising one with Hyundai, and one with startup Byton (which may or may not turn out to be another Faraday Future, we'll have to see). These are the sorts of arrangements Waymo should have secured years ago, but the executives felt they could hold out for a better deal, and now Waymo doesn't have a straighforward answer when you ask them "Who's going to mass produce your Robotaxis?" The common perception is that to make a successful Robotaxi operation the Autonomous OS is the secret sauce, the hardest ingredient to get a hold of. While developing an autonomous OS is still an unsolved (or barely solved problem), and mass vehicle production is a well understood problem, mass producing cars is still harder than developing an autonomous OS. Going forward, it's the legacy carmakers who have the strongest competitive moat. I mean, there are at least a half dozen Autonomous Operating systems being developed that are showing good progress, but in vehicle mass production Tesla is the only successful new entrant in a century, and they're still tiny and unprofitable. Aurora respects this, and I believe they will do well because of it. Also, if you've got talent and passion in this field and want to get shit done, and work with the best, Aurora is the place to be. Talent is super important.