One of my buddies recently told me he’s joining Bosh to work in their self-driving unit. I was asking “what self driving unit?”. Apparently, he’s on the team building Lidars.

Bosch is focusing both on mass producing better and/or cheaper hardware components that self-driving cars need. They also have a smaller team to build self-driving cars, dogfooding/prototyping newer components.

Them entering this industry shows that they - unsurprisingly - anticipate large demand.