You think that Tesla, which has not accepted liability for a single driverless ride, has "gotten there?" I'm not even going to look up how many Waymo does in a month, I'm sure it's in the millions now.
Come on, man.
> Google's TPUs change this equation a bit
Google has been using TPUs to serve billions of customers for a decade. They were doing it at that scale before anyone else. They use them for training, too. I don't know why you say they don't own the stack "from silicon to apps" because THEY DO. Their kernels on their silicon to serve their apps. Their supply chain starts at TSMC or some third-party fab, exactly like NVIDIA.
Google's technical moat is a hundred miles deep, regardless of how dysfunctional it might look from the outside.
Come on, man.
> Google's TPUs change this equation a bit
Google has been using TPUs to serve billions of customers for a decade. They were doing it at that scale before anyone else. They use them for training, too. I don't know why you say they don't own the stack "from silicon to apps" because THEY DO. Their kernels on their silicon to serve their apps. Their supply chain starts at TSMC or some third-party fab, exactly like NVIDIA.
Google's technical moat is a hundred miles deep, regardless of how dysfunctional it might look from the outside.