I think we'll see major players leaving this industry soon. Self-driving will be a war of attrition and thus cannot be won by US companies with their insane burnrate. Europe has just as competent engineers making a tenth of their US counterparts. If I was a VC I would be head over heels investing in EU self-driving tech. They are the 'cockroaches' of this tech who will survive. I can't imagine e.g. Waymo bankrolling tens of millions of dollars in payroll for years to come.