| Unrelated: I like the similarity of your username to mine. As to your point, I agree with you. I guess the comparison was meant in quite a pointed way that went over the heads of a lot of commenters here. I was meaning to just draw attention to the fact that juxtaposing the numbers 82000 -> 600ish is quite a fantastical leap. From what I've read about the older Waymo days, I think the leadership ideas were a lot different than what they became under Krafcik. It's hard to imagine from where I'm sitting, such a stark pivot from inside the company. I think Krafcik probably meant as well in the claims, they need X # of vehicles and so that implies that there must be X # of agents ready to pilot vehicles or that many vehicles even ready for installation and operation/testing. Of course they were very much further than Theranos, I guess it's just the sheer magnitude of the claims in Krafcik's place. All this to say: I don't know anything about cars, self-driving cars, electric cars, rental cars, etc. I do know bullshit when I see it, and Krafcik was selling it like someone with bills to pay. |