[mlyle]

Sure, everyone knows Waymo's schedule has slipped.

I read the comment as saying that Waymo's product itself is not living up to expectations.

It looks like it's slowly but steadily expanding, at least in sunnier climes, and offering a decent user experience.

[kgwgk]

Ok, maybe the as-of-2024 product is living up to the 2018-horizon expectations from 2017 (as long as your expectations were not at the high end of the range at the time).

[mlyle]

Yah, the question is whether we are getting there. No one in 2030 will care whether it was delivered in 2026 or 2020.

[kgwgk]

The people who didn't get a driving license in 2017 because what was the point if cars would drive themselves in a couple of years may care. Even more so if they finally have to wait to 2050.

Anyway, the question was about expectations - and those came with a timeline.

[mlyle]

> Anyway, the question was about expectations - and those came with a timeline.

The mention was of a "collapse" in the space, too-- which can't be true if we're still getting there.

I expect the timeframe of 2030 is when we get most of the way there. Even exponential growth takes time to reach a big world. Most of what Waymo has left to do is rollout.