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That things are progressing about as expected. More specifically, Waymo is doing a bit better I than my general expectations, Cruise is about on par, and the rest slower.

Waymo has been at it for a bit over 12 years now. We'll have to see if Waymo's progress ramps up after San Francisco, but to me this is still looking like an 80/20 problem, with the added twist that each new region they expand to will have it's own unique 20% to learn that adds another 80% to the schedule. But that just validates Waymo's approach even more in my eyes.



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