Stuff like their TPU and Waymo's Honeycomb Laserbear (something along those lines... their lidar naming system is pretty long) shows that Google is making good products for a limited reach of people.

TPU? Seems like it has a lot of potential, but not for people directly competing with them.

Waymo's Laserbear lidar? Seems like it has a lot of potential, but not for AV companies directly competing with them.

Google's playing this game pretty fiercely... which given their size is pretty bad/daunting.