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Isn’t there a point of diminishing returns? Let’s assume they hand over $70B to Waymo today. Can Waymo even allocate that? I view the bottlenecks as two things
by bronco21016 2y ago
Isn’t there a point of diminishing returns? Let’s assume they hand over $70B to Waymo today. Can Waymo even allocate that?
I view the bottlenecks as two things. Producing the vehicles and establishing new markets.
My understanding of the process with the vehicles is they acquire them then begin a lengthy process of retrofitting them. It seems the only way to improve (read: speed up) this process is to have a tightly integrated manufacturing partner. Does $70B buy that? I’m not sure.
Next, to establish new markets… you need to secure people and real estate. Money is essential but this isn’t a problem you can simply wave money at. You need to get boots on the ground, scout out locations meeting requirements, and begin the fuzzy process of hiring.
I think Alphabet will allocate money as the operation scales. If they can prove viability in a few more markets the levers to open faster production of vehicles will be pulled.
- Denzel 2y agoYes, correct, you’re restating the “risk/uncertainty” in the form of various concrete hypotheses. :) Within the context of the original discussion around whether self-driving is here, today, or not, I think we can definitively see it’s not here.