Waymo and Cruise have burnt through money like no one else. They want to make their own cars, thier own Ai chips/lidar, their own self driving tech. Delusional at best, malicious at worst. They made a hard SW problem into hard HW+SW problem. They are zombies unless some magic happens in the world of nn (which is not unlikely tbh)

Whereas comma is taking the right approach of a nimble team, iterate fast and ship a working product (even if not L4-5), get cash flow, next milestone.