Its pretty obvious that Waymo wants to make car hardware a commodity, and car companies don't like that and want autonomy to be a commodity. I don't really kno

Its pretty obvious that Waymo wants to make car hardware a commodity, and car companies don't like that and want autonomy to be a commodity. I don't really know where Cruise is at, but it's not crazy to believe that both things will become commodified and competition will be on cost of rides, at least in rich urban markets. At that point, the question becomes: who survives that transition?