Which one would you bet on and why?
To clarify, I mean Uber ATG specifically not Uber the mother company
Waymo. Not because its a part of Google. But I feel it's going to need massive investment which only Waymo can afford in longer term.
Nvidia, coz we're cooler than the rest, and our CEO wears a leather jacket
Ray Tracing!
Nuro
I find it fascinating that "startups" are compared with Google (and potentially Tesla with its x00,000 cars) in a space where Data is a big determinant. Like how does a startup even compete with Google's x million miles driven??
Waymo has the tech but Uber/Tesla have the infrastructure already. Decide what is easier to get next.
Waymo and Aurora
Why aurora?
Hey M💰FT. It’s a fair question. At a very high level we have a a great culture, strong work ethic, super smart and motivated individuals, an amazing leadership team with expertise in the space, healthy work-life balance, and plenty of upside :) I’ve mentioned this in other threads, but more than happy to connect you with someone internally if you’re ever interested. Feel free to ping 1-1 anytime.
why not zoox
This is a multi-trillion dollar market, so I believe there will be multiple winners. Waymo has a head start on the rest, but Aurora is catching up quickly, since we are *the* independent tech provider in the AV space.
Zoox
Why? Building a car, the ride-sharing network and the AV stack is too ambitious. They won't ever recoup their R&D cost. If I wanted to bet on that kinda company, I would bet on Tesla
It’s indeed very ambitious.. which is why they just steal Tesla IP https://techcrunch.com/2019/03/21/tesla-sues-former-employees-zoox-for-alleged-trade-secret-theft/amp/