Software that had a data moat because it was hard to integrate with or migrate off of will have that moat disappear. A web site is a client now. Building data migration too for all of you competitors is easier now.
They will add flooded streets to the training simulation and this problem will go away. Eventually, the corner cases not in the training simulation will be so corner they basically never happen. Waymo can be incredibly successful without dealing with "surprise clown parade" or whatever.
Instagram is gone as well. Everything is fake in different ways. If the video isn't ai generated, then it's influencers acting out a scenario they think will get engagement. I realized that when it's a real video, there is a caption that says some scenario is happening, but there is nothing in the video that shows that is real. I think people are just reposting videos with different captions and testing out whatever invented scenario make the video have the most views.
If had to answer this question 2 years ago, I wouldn't have said software was a "don't see it's bad until later" category, with compilers and it needing to actually do something very specific. However, business slides are full of exacting facts and definitely never contains generic business speak masquerading as real insight /s.
This feels like telling a story after the fact to make it fit.
If a company can align it's business model with user goals, then it can work in the long run. Apple has somewhat aligned it's integrated hardware sales business model with user privacy. Google and Meta are advertising companies and capturing user data and attention will always drive the business.