The gap between Waymo and all other competitors in the self-driving space continues to widen.
Comma has given up on self-driving cars and they're downplaying it now.
They should keep on doing what they're doing. Make ~$1000 gadget that makes driving less of a chore. Doubtful they'll get to driverless in next 10 years.
There can be many players in the market at different offerings and price points. Comma is a sweet spot where they are handsomely profitable, don't need to raise another round and get incrementally better.
Waymo has unlimited money from Google. Cruise, Zoox, e.t.c will have to face reckoning at some point.
It was smart of Uber to get out of self-driving car billion dollar money burning pit. They can always enter the race again. They have market size advantage.