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I think Tesla has a distinct advantage over Waymo because of their ability to control the entire vehicle stack from low-level ECUs to the batteries, motors and high-level autonomous stack.

Waymo has to partner with automobile OEMs who are still figuring out how to build electric vehicles, and build them in a way that can integrate with Waymo's technology.



I don't think there is any reason for Waymo not to pair up their system with a regular petrol car. Electric vehicle capability is orthogonal to self driving.


Depends, if they are planning to run a taxi fleet or restrict themselves to new personal vehicles, integration and operational costs for ICE vehicles is likely going to be higher than EVs in a couple of years. There is little common between the vehicle dynamics and control for ICE and Electric vehicles, and it might be more practical to focus on one platform.




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