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> But that's largely a sunk cost that (in SF anyway) has already been spent, right?

For mapping, no.

Waymo maps the city constantly with every car, and they have a mapping team that reviews those changes before they go to the other cars. So ongoing cost of the human side is a thing (for now?).

They also have a team of "remote operators" that watch the fleet in real time in case they have a panic attack over something, so more ongoing cost that's not just sensors/cars.




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