Remember 10 foot tall Ivan? Lots of people are thinking about the Chinese similarly. Waymo is probably not behind the Chinese. Huawei has the potential to make

Remember 10 foot tall Ivan? Lots of people are thinking about the Chinese similarly. Waymo is probably not behind the Chinese. Huawei has the potential to make good AV software, but they're not caught up to Waymo yet. AV demos are easy. Scaling AVs is hard if you don't have mature technology. You need way too many remote supervisors to be able to scale, even in China where it's relatively cheap to hire humans to fill the gaps in your AI. I'm not arguing for complacency. The opposite really. But without realistic assessments, it's easy to get the impression that something is a lost cause or that protecting technologies doesn't matter.