> You attack legacy automakers but then go on to discuss Waymo Paragraphs 1-3 discuss legacy automakers. Only paragraph 4 references Waymo. > You talk about O

> You attack legacy automakers but then go on to discuss Waymo Paragraphs 1-3 discuss legacy automakers. Only paragraph 4 references Waymo. > You talk about OTA updates as if that’s some huge technological moat? Of course they're not a technological moat. These auto makers are hundreds of thousands of employees. They're likely an organizational nightmare and stuck to the way things have been done. The fact that they don't have over the air updates or have to iterate on an annual cadence is evidence of something deeply flawed in their organizational structure. And I'm not confident that they can overcome it.