Andrej Karpathy

And so they had to, like, pull back future, but they had to make it uneconomical.

So they have all these, like, you know, there's all these costs, not just marginal costs for those cars and their operation and maintenance, but also the capex of the entire thing.

So making it economical is still going to be a slog, I think, for them.

And

And then also I think when you look at these cars and there's no one driving, I also think it's a little bit deceiving because there are actually very elaborate teleoperation centers of people actually kind of like in a loop with these cars.

And I don't have the full extent of it, but I think...

there's more human in the loop that you might expect.

And there's people somewhere out there basically beaming in from the sky.

And I don't actually know that they're fully in the loop with the driving.

I think some of the times they are, but they're certainly involved and there are people.

And in some sense, we haven't actually removed the person.

We've like moved them to somewhere where you can't see them.

I still think there will be some work, as you mentioned, going from environment to environment.

And so I think like there's still challenges to make self-driving real.

But I do agree that it's definitely across the threshold where it kind of feels real, unless it's like really teleoperated.

For example, Waymo can't go to all the different parts of the city.

My suspicion is it's like parts of city where you don't get a good signal.

Anyway, so basically, I don't actually know anything about the stack.

I mean, I'm just making up stuff.

Sorry, I don't know anything about the specifics of Waymo.