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You wouldn't expect Waymo to hockey stick though. It's not software. Waymo's scale is constrained by many factors: (1) physical cars (requires capital), (2) hi
by cbhl 2y ago
You wouldn't expect Waymo to hockey stick though. It's not software.
Waymo's scale is constrained by many factors: (1) physical cars (requires capital), (2) hi-def mapping, (3) operations (depots to charge, clean and maintain cars, "fleet response" - https://waymo.com/blog/2024/05/fleet-response/ https://waymo.com/blog/2024/05/fleet-response/), and (4) regulatory environment (permits on a city/county/state basis).
- refulgentis 2y ago10x YoY, 2x over last 10 weeks... I suppose, if only for the sake of stimulating conversation, it is worth ignoring the substantive stuff to transmute "hockey stick" into "it is software, 0 and constant marginal cost" I just don't really know what to say back, because I obviously don't think the self-driving car is software. You know that. I know that.
- Log_out_ 2y agoWaymo is philosophical offspring of google. And google hates hardware.They have a dedicated graveyard for that. So waymo could become just a service with minimal requirements to the platform any day. Thats the hockeystick..