
Waymo is starting to lose the self-driving cars race
Everyone says Waymo won the self-driving race but when you look at the actual numbers, Baidu is building Level 4 autonomous vehicles for $20k vs Waymo's $75k. They already hit per-vehicle profitability in China and is expanding internationally while Waymo fights city councils for permits. Then meanwhile Tesla just started Cybercab production this month and is already running unsupervised robotaxis in three US cities, and has 35x more training data than Waymo from consumer vehicles. Waymo has the best safety record in the industry and people love the product, but the economics and the competition are moving faster than most people realize.
u/Only-Protection-880 — 8 hours ago