Do you realize how expensive and nuanced car manufacturing is? It’s also super unclear to me what exactly is wrong with a GM/VW/ Honda building their own autonomous cars that a company like argo/waymo/cruise integrates with. The narrative that you need to build from the ground up is a myth...
Hey man, Snap is going to roll out a new filter where a self driving car gif drives across your face. It will even take into account the contours of your nose and cheeks. Snap expects this filter to the generate hundreds of millions of dollars in ad revenue required for the company to finally post a profit.
The industry is ultra secretive, nobody outside the companies know, Uber employees outside ATG don’t actually know. People assume it’s Waymo because they have good PR, but there’s barely enough public information to make that judgement.
There’s recent articles from The Information that suggest Waymo are further behind than they claim. All their rides have safety drivers who often have to prevent the cars from swerving dangerously. They are improving rapidly though.
I know at least Waymo and Cruise are running prod-level (as in, you can request one if you're granted access, and you aren't just QA) rideshare on the road already. Are there any other companies running production-level products?