Profitable today != profitable tomorrow. They have "the power" now, I am not sure they will have the same endless income tomorrow. I am of the opinion that unless you sell something to a wider public, you will exhaust that niche supply chain eventually [1]. This will first limit, and then end an expansion sooner or later, and since niches tend to collapse more often than wast "general public", and you run out of income. How soon that will happen, and in what form will it ends is a totally different question. BTW, becoming evil is one sad, but valid outcome.
[1] Of course unless you make this "niche" bigger through different means, be that by making product more accessible for wider audience, or making changes that your product becomes a "must have" in societal terms, thus growing the audience instead of your specialization niche.
Just Waymo will likely be more valuable down the road than all of Google today. Just all their AI stuff even more so. SDC is just one application. A big one but just one.
Self driving vehicles is over a trillion a year opportunity.
But the benefits to people is so much bigger. Less traffic deaths. Make it possible for people to get to places that could not before.
A big one is drunk driving could become a think of the pass.
Profitable today != profitable tomorrow. They have "the power" now, I am not sure they will have the same endless income tomorrow. I am of the opinion that unless you sell something to a wider public, you will exhaust that niche supply chain eventually [1]. This will first limit, and then end an expansion sooner or later, and since niches tend to collapse more often than wast "general public", and you run out of income. How soon that will happen, and in what form will it ends is a totally different question. BTW, becoming evil is one sad, but valid outcome.
[1] Of course unless you make this "niche" bigger through different means, be that by making product more accessible for wider audience, or making changes that your product becomes a "must have" in societal terms, thus growing the audience instead of your specialization niche.