Part 7/9:
The speaker casts a pessimistic outlook on Waymo's future, indicating challenges that may force the company to reconsider its approach in light of Tesla’s rapidly advancing capabilities. Tesla, with its ongoing data collection and development of its AI systems, is poised to gain an insurmountable lead in both cost-efficiency and performance.
Such advancements are poised to revolutionize what consumers can expect from ride-sharing services, with the convenience of being picked up directly from their locations, a feature Waymo simply cannot match.