Andrew Miller

It has to rely on a variety of senses.

So you, Ross, you can see, but you can also smell.

You can also taste.

The Waymo view is a self-driving car should be able to see with its cameras.

It should see with its radar.

It should see with its LIDAR.

LIDAR, think of like radar, but it's with light.

It shoots out lasers and then it measures how long it takes to

Get the measurement back so it can know with great fidelity where everything is in space around the vehicle to tens of meters.

So if you have a car that's got all of these modes, then it can, you know, rain might occlude a sensor somewhere.

Snow might confuse a LIDAR, but the radar works.

So the more sensing modes you have, the more expensive your car is, the harder it is to scale up your operations because every car costs so much, but the more reliable it is in a variety of conditions.

Tesla is making a big bet that you don't need any of that.

If they're right, that gives them a huge advantage because cameras are very, very cheap.

So Tesla, once they start rolling out their cyber cab, they will be able to produce vehicles in vast amounts and so reach scale very quickly.

But it's not clear that that approach is as safe because it doesn't have the same sensors.

And it's not clear that they have got the same skill of programming behind them that Waymo does.

So it's very much an open contest between these two, which is going to win.

Yeah, it took Waymo a big investment to get this far.

But they are so far ahead and they've got such a great record.