If Waymo's tech is years ahead of the competition (say 18-24 months ahead minimum) then I think a lot of the self-driving companies and car manufacturers in the US will be having cold sweats. This may not be a winner-take-all market (I don't know honestly...) but I see this lead up enabling Waymo to capture significant market share in the US in regions where laws towards autonomous vehicles are friendly. One way the…
Do we have a good signal that truly indicates Waymo has more advanced tech? Or could they simply have a bigger appetite for risk?
We don't know whether they have more advanced tech; there is too much opacity in this space. The best proxy we may have are the California disengagement reports[1] from last year and Waymo were doing better than anyone, by a WIDE margin.
[1] https://www.dmv.ca.gov/portal/dmv/detail/vr/autonomous/disen...