There are so many of these self-driving car startups coming up. Can they all survive? I see consolidation (M&A) happening soon, but there seem too many of them. Who do you see succeeding/surviving and why? Nuro Zoox Uber Lyft Aurora Nauto Comma(dot)ai Voyage (another super new one) Drive(dot)ai Nutonomy Varden labs AutoX .....
Some will get acquired, some will fail. None will get a product.
Well
Do you know who have a real product that can actually be bought? COMMA.AI
Most startups fail. They will be consumed as talent hires into a few large ones, namely (likely): Uber, Apple, Google, Baidu, GM/Ford/Tesla/Mercedes (other major auto). Each major auto company is going to have a division so you'll see them be absorbed this way.