Option 1: They have solved a problem so hard that no one else, even Waymo, is claiming to be close even with $100k+ worth of sensors and a lot more compute and

Option 1: They have solved a problem so hard that no one else, even Waymo, is claiming to be close even with $100k+ worth of sensors and a lot more compute and they have also quietly solved multiple hard unsolved research problems. Option 2: He's lying to get money.