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>Waymo is doing the thing. This worldview is overly simplistic. Waymo has (very shrewdly, for prospective investors at least) executed a strategy that most qu
by schiffern 8mo ago
>Waymo is doing the thing.
This worldview is overly simplistic.
Waymo has (very shrewdly, for prospective investors at least) executed a strategy that most quickly scales to 0.1% of the population. Unfortunately it doesn't scale further. The cars are too costly and the mapping is too costly. There is no workable plan for significant scale from Waymo.
Tesla is executing the strategy that most quickly scales to 100% of the population.
- ra7 8mo ago> Tesla is executing the strategy that most quickly scales to 100% of the population. So, uh… where is this “scale” then? This “strategy” has been bandied about for better part of a decade. Why are they still in a tiny geofence in Austin with chase cars? Waymo is doing it right now. Half a million rides every week, expansion to a dozen new cities. Tesla does a few hundred in a tiny area. Scale is assessed by looking at concrete numbers, not by “strategies” that haven’t materialized for a decade.
- essdas 8mo ago> most quickly scales to 0.1% of the population. Unfortunately it doesn't scale further Data suggests that they’re already available to ~2% of the US population.
- schiffern 8mo agoThere's definitely not enough Waymos to replace the transport needs of 2% of the population, so 0.1% is a more accurate figure of merit.