I think this comes back to the point of what is google’s business model for waymo? Are they going to sell ADAS avionics based on TPUs to car companies? Or are they trying to be totally vertical and operate a fleet of cars?
Latter. Ml for self driving is not prime time.
Define software.
System software.
Application software.
Business Applications.
Hardware drivers.
Network layers.
…
Neither. Another science experiment with no business model at all.