jags and ioniqs are a midway stop for sure. there's no need to have a seat you can't use with a steering wheel and windows that are not totally blacked out. the final product would probably resemble something closer to Cruise One concept.
Why would they even entertain the idea of even talking to a Chinese OEM. This is obviously very important technology and Google must know the Chinese history of IP theft. They are not in the Chinese market because of this!
Zeeker must have given them such an unbelievable deal that Google couldn't pass it up. Either that or the other OEMs have really soured on them. I always thought the idea of OEMs being reduced to generic white label badges while companies like Waymo make all the profit on the future of "on demand" transportation is not appealing to them. Companies like GM tried to cut Waymo out by buying Cruise but it hasn't worked out. I guess if the stock price of one of these OEMs falls enough, maybe Waymo can just buy them out but do they really want to take on that obligation?
Is any of the hardware on a Waymo vehicle proprietary to Waymo? I had sort of assumed they used off the shelf LIDAR and sensors from other manufacturers, and that their secret sauce was entirely in the software. If that's the case, I don't think there would be any risk of IP loss.
the next step has already been announced. the holdup is regulatory approval for less-conventional vehicles.
https://insideevs.com/photos/802937/waymo-zeekr-robotaxi/#69...