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That sounds right. Unless Waymo considers car manufacturers to be its competition and therefore something to commoditize, it wouldn't make sense for them to get
by sowbug 8mo ago
That sounds right. Unless Waymo considers car manufacturers to be its competition and therefore something to commoditize, it wouldn't make sense for them to get involved in ground-up manufacturing.
And by this point, it seems like an electric-car platform already is close to a commodity, which is another reason for Waymo not to waste capital building another.
- seanmcdirmid 8mo agoThey probably see the electronics and software as their product, hopefully they will license it to someone so my next car will have it :). Lidar prices are cheap enough these days (but coming out of China, so who knows with Trump if that will apply to us).
- sowbug 8mo agoAnother approach is Waymo acquires Tesla's auto technology. Tesla sloughs off its dinosaur car business to focus on its new robot mission, and Waymo detoxifies the Tesla auto brand. Aside from destroying about $1.25 trillion of market cap, this would leave everyone better off.