Thanks for your insights. I also believe that we are much further on the L4/L5 front than what most automakers proclaim. I was quite "disappointed" with the $400M acquisition price tag when companies like Cruise sold for $1B to GM and MobilEye were acquired by Intel for $15B.

Do you know how far are Nutonomy to the likes of Waymo/Cruise or even Tesla/comma.ai from a tech point of view? There is so much opacity in this market that it is very hard to determine where each player stands.

Also seems to me that the way to play it smart if you are a startup in automotive space is to build ever more advanced ADAS features and sell them to carmakers or if you are building driverless vehicles deploy them in very safe and sunny environments. Would really appreciate getting your thoughts on this as I am in interested in this sector.