[dickeytk]

I think Waymo still has a solid shot

[celeritascelery]

How much money is waymo making?

[rjvir]

It's a money sink right now, but has an obvious path to becoming a juggernaut.

[kamaal]

Time will tell. But the more you sit on it, the more easy it gets for other people to catch up.

By now even companies like Tesla and Volvo can do most of what any one can do. And they actually have usable cars.

Google inventing AGI will be a great deal though.

[jacquesm]

Anybody inventing AGI would be a big deal, but (1) don't hold your breath and (2) it could just as easily be a negative for Google and for the rest of us.

[raisedbyninjas]

TBF, doing most of what a Waymo car can do is the easy part.

[rreichman]

people asked the same thing about facebook in 2008

[celeritascelery]

Facebook was started by one college kid 4 years prior. Waymo has had the resources of one of the largest companies in the world for the last 10 years.

[Ragib_Zaman]

And their core goal of truly autonomous vehicles is a technical challenge that at this point seems like it will take at least several years more than what they originally thought 3 years ago. Their situation is not similar to FB in 2008 at all.

[chrischen]

Even if they overcome this the bigger question is whether the market opportunity is worth the R&D costs, and whether or not bulky self driving vehicles are the best and most lucrative solution to mass transit.

[kendallpark]

Speaking of market opportunity, are there SDVs being tested in outside of California and Arizona? The rest of the US gets its fair share of rain, snow, and ice. Even if the Bay Area can manage self-driving cars, when would we expect a rollout in places like Minneapolis or Boston?

[anonytrary]

Facebook in 2008 had a singularity of users, so people were more comfortable with the answer.