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It's relatively easy if you've solved self-driving. It's no longer a monumental research problem. Waymo has been scaling 5x annually since Oct 2020 and they say it was mainly enabled by increases in reliability.

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They haven't been scaling by 5x annually. They had like 600 units and now they have maybe 2000

They have, in terms of paid rides per week. 100 to 250,000 in less than 5 years.

See this logarithmic chart: https://x.com/brianwilt/status/1827219050197610624

Ok. I'm talking about cars

When I said "Waymo has been scaling 5x annually" I was talking about paid rides.

clearly the rides are limited by the number of cars

I know, doesn't change anything about what I said. Cars were not the limiting factor. To sustain the 5x growth rate, they will need more cars, which is why there's over 2k in the pipeline and why they've recently built a factory capable of making tens of thousands per year after reaching full capacity.

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