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> I see no reason to think their software is any better than anyone else's (in fact I would say Waymo almost certainly ahead of them there)

Waymo has 3 million miles of self driving data. Tesla has 3 BILLION. Perhaps that can be a reason?




Waymo can collect full video and sensor data from all the miles its cars drive. Tesla can collect some high-level logs. It's just not the same thing at all.




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