Actually if you read the blog he addresses Waymo and Tesla's strategy. He says the barriers to Tesla scaling are software and Waymo needs to scale hardware. He then implies that software will win the scaling race
Tesla "its just another software update away" pumps are the most delusional.
Tesla cameras aren't even class leading in the automative industry, let alone at the cars price point. They are worse than the iPhone you handed down to your tween 5 years ago. What makes anyone think that their quality and placement will ever be adequate even with new CPUs and better software?
