Waymo is the only self driving car that works well enough to even try widespread deployment with pricing that isn't going to be an operating cash flow disaster. But they're going to have to at least double their footprint to put a meaningful dent in the billion dollars a year Waymo spends on R&D.

Waymo isn't LLM powered. Everyone who thought LLMs would make Waymo Driver obsolete were wrong. In part because Waymo can't be spiky. In part because practical applications of AI require a lot of time and effort.

I am amazed at how usable and useful coding agents have become since they were a hot mess about a year ago. I would not be at all amazed if there are only one or two other use cases that have the same favorable evolutionary trajectory.