[terminalshort]

The issue isn't just the cost of the lidar units off the shelf. You have to install the sensors on the car. Modifications like that at the scale that Waymo does them (they still have less than 10K cars) are not automated and probably cost almost as much as the price of the car itself. BYD is getting around this by including them in a mass produced car, so their cost per unit is closer to the $130 off the shelf price. This is the winning combination IMO.

[AlotOfReading]

Waymo already has an automated integration line, and the new vehicles from Zeekr will come partially assembled from the factory as a semi-custom design so there's no modifications in the sense that you're talking about.