> The insight driving the program, Naga said, is that the limiting factor for AV development is no longer the underlying technology. “The bottleneck is data,” he said. “[Companies like Waymo] need to go around and collect the data, collect different scenarios. You may be able to say: in San Francisco, ‘At this school intersection, I want some data at this time of day so I can train my models.’ The problem for all the…
Well, TBF, the tesla data was complete garbage with earlier vehicles. They had cheap and somewhat bad cameras in the earlier vehicles that was only somewhat recently updated. And even then, I don't think Tesla is at the end of their hardware journey. I think they don't think that either, which is why they've gone to a subscription only model for self driving vehicles.
Waymo, on the other hand, has gathered less data, but more high quality data. They do the expensive mapping of a city which is a big part of why their vehicles have early on been able to do some pretty impressive feats. The drawback is getting that high quality data takes a lot of time and resources.