What a time to be alive. 3 companies competing for what might be the next trillion dollar business.
- Waymo has the advantage of launching sooner but has much more expensive vehicles which will eat into margins.
- Tesla has the advantage of full vertical integration owns their hardware and cheaper cars but also trying to do this with vision only.
- Zoox has the advantage of building purpose-built autonomous vehicles from the ground up with Amazon's deep pockets behind them, but faces the challenge of manufacturing at scale for a novel vehicle.