Part 8/13:
The timeline is tight; for Google to make an impact, decisive action must occur by early 2026—either through acquiring an OEM, forming joint ventures, or developing their own hardware platforms. The strategy could involve investing billions to establish manufacturing lines and scaling a fleet of millions of robo-taxis by 2028.
The Implications and Strategic Must-Haves
The key takeaways are:
Timing is Everything: Starting today is crucial for companies aiming to compete effectively against Tesla.
Hardware and Manufacturing: OEMs or tech giants must establish manufacturing capabilities for autonomous vehicles tailored for scale, targeting under $30,000 per unit to remain competitive.