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How would Waymo with their sensors bolted onto vehicles they gotta purchase and modify (currently costing them over 200k) outcompete Tesla’s extremely lean manufacturing prowess where they make entire vehicles with all the hardware needed for $20-30k?

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Because the sensor package isn’t good enough or else they’d be much closer to Waymo’s capabilities.

1) We’re talking about a scenario in which Tesla does achieve FSD

2) says who? They seem quite close in my view. Certainly beyond ehere waymo was when they started test rides with safety drivers in Phoenix

https://m.youtube.com/watch?v=7Fd9cEEHCzY

https://twitter.com/TeslaPodcast/status/1769500530739421414

> 1) We’re talking about a scenario in which Tesla does achieve FSD

I'm talking about the scenario where Waymo achieves full self driving at a cheaper per vehicle cost than Tesla (once their self-driving is good enough they will pivot to reducing the sensor costs)

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