Investor letter reveals skyrocketing growth of Waymo's robotaxi rides

Why does this get less attention than LLMs? This is AI literally “taking” a human drivers job today that will never go back and the numbers are indeed skyrocketing.

Someone told me to my face recently “there’s no AI in a Waymo”

All that tells me is that people have no idea what AI is and are completely missing what’s going on, especially when they ignore stuff like this and then blow off AI warning because all they know about AI is chatgpt.

This level of ignorance about the state of technology is the danger.