Waymo may be ahead but I’m not sure that’s good enough by itself. The largest manufacturers are all working on their own self driving systems. If Waymo software

Waymo may be ahead but I’m not sure that’s good enough by itself. The largest manufacturers are all working on their own self driving systems. If Waymo software ends up shipping with Nissan, Jaguar/Land Rover, and Volvo products, that’s still a fairly small portion of the market. They might have some success as a robotaxi business but there will be a lot of competition there as well and likely thin margins for companies that can’t achieve significant vertical integration (Tesla, GM, Ford, VW, etc) I agree this is definitely their biggest opportunity, but it may be more difficult to achieve mainstream success with it than it seems.