I literally work at an automotive OEM that maintains its own AV team and map infra. I have seen the balance sheets. It’s not going to scale.
Also, you make the inverse claim without evidence or any purported industry expertise. Where’s your evidence that Waymo can just walk into a new city without ballooning costs? If they can do it, why don’t they? That which has been asserted without evidence can be dismissed without evidence.
> You used "fraud". Fraud requires damages to a party
Tesla owners bought a product called “Full Self-Driving”. You are illiterate if you don’t consider that product name tantamount to fraud if the car can’t drive itself.
Investors were clearly lied to. Once again, I don’t care about VC money. Part of the game to lose it.