> It appears that autonomous vehicle progress has an interesting moat where being good at it (the ability to drive a lot of miles) allows you to get better fast

> It appears that autonomous vehicle progress has an interesting moat where being good at it (the ability to drive a lot of miles) allows you to get better faster (drive more miles, more quickly). It is similar to a network effect, but with competency rather than number of connections. This doesn't seem to be the case. Look at the California disengagement statistics over cumulative miles - it looks like it's logarithmic or something, certainly not accelerating. Or look at Waymo in Arizona: they are driving, what, 70,000 miles per month and have racked up cumulative millions there already; if there really were some sort of compound interest or exponential improvement, then after they solved it well enough to go live and started racking up all those miles, self-driving cars should be on the verge of being solved & going global unless you postulate an enormous distance in between 'good enough to drive customers around Arizona' and 'good enough to drive customers around everywhere'.