It's interesting to me that you label Google's approach as a moonshot, because to me that better describes Tesla's approach. They're skipping the "crutch" of Li

It's interesting to me that you label Google's approach as a moonshot, because to me that better describes Tesla's approach. They're skipping the "crutch" of Lidar and geofencing and betting the farm on a software breakthrough. If it were anyone but Tesla, it would be a joke. My expectation is that Tesla gets better and better but doesn't move beyond a driver assistance package for a very long time. None of the hardware sold today ends up being FSD. Waymo remains limited in scope by its business model. It rolls out driverless taxis to more and more cities, but you can't buy a Waymo FSD car, and it remains geofenced for a decade or more. Which company wins the race to being able to buy a car without a steering wheel that will take you anywhere? I could see Tesla winning that. But Waymo is in a position to capture significant economic benefit by being an Uber competitor and providing logistics in the meantime, if they can scale up quickly enough. Regardless of how it goes, it's going to be fun to watch.