> The moat that Waymo has built with their particular kind of testing and iteration is diametrically opposed to how companies like Tesla, Lyft, Uber etc have tr

> The moat that Waymo has built with their particular kind of testing and iteration is diametrically opposed to how companies like Tesla, Lyft, Uber etc have tried to do self-driving. Even they are going to be restricted to the easiest of locals for years. Nobody has figured it out out yet, and a 'moat' for a market that is basically impossible to a big money-maker is not a 'moat' at all. The quest for self driving is not the same as the quest for the first commercial deployment. Solving general self-driving is the real quest. And I don't trust any experts to predict this correctly, as nobody knows yet what the solution actually is. Some experts say one thing, others say other things.