Author here, I'm a former Microsoft Sr Director and Phd Economist, and someone in my network asked me for my assessment of Waymo (he/she is an employee). This is my unfiltered take.
5 karma · joined April 15, 2021
I wrote this trilogy to explain why rational companies double down on dying franchises. It comes down to a lifecycle that I witnessed firsthand, but can only discuss using a fictional framework due to strict NDAs.