Maybe. But Google has been there in a sensor laden car, overhead with an airplane, and buying all the access that is available in satellite imagery, and fusing that together in a continually updated model. Plus real time data from a billion maps and navigation users. I pity the fool going up against that.

I don't think Waymo is using Street View / satellite data to drive. They have to build an HD map using a special LIDAR-equipped vehicle before deploying in a new area.

Maybe their navigation system will be better than the competition due to real-time traffic data from Google Maps users, but I don't think it'll be so much better as to be an unbeatable advantage.

They use LIDAR maps in service areas, but might be using Street View data for training? (I imagine it would be really, really difficult to build a useful simulator with just SV imagery, but probably also quite valuable to have the variety of environments.)

did you see this, they can build a simulator from sv images. https://waymo.com/blog/2026/02/the-waymo-world-model-a-new-f... even the lidar part