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> Autonomous capabilities used to be regarded as the secret sauce, and if you had it, the future of mobility was yours. This is not true.

I think you're right that when we get self-driving cars it won't be due to a single secret, but rather hundreds of years of engineering time dedicated to getting all the kinks out.

But this is still a super complicated engineering problem, and not all people/orgs will be up to the task, and will not execute on the same timescales.

I think the way this plays out will be determined by how much of a lead the first movers (probably WayMo) will have, and whether companies will cut corners to get something "good enough" out the door, and how the public will react to that.

E.g. I think it's a very different world for automakers if WayMo turns out to have a 5 year lead on them, vs a 1 year lead on them. Cruise certainly looks like they are giving them a good run for their money.



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