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The VC firm argues in a new blog post that we’re in the midst of a second, even bigger AV wave fueled by technological breakthroughs.
“For a long time AV companies were trying to go from what was AV 1.0 to AV 2.0, which is kind of this holy grail end-to-end architecture for AVs,” Meruva told me.
He expects even more AV startups to pitch the firm next year.
Importantly, the companies hinted that this could eventually lead to a licensing deal in which Waymo AV tech is in personally owned vehicles.