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Sure, they’ve made incremental improvements and have a better Level 2 system, it was promised (and sold as) Level 4 in 2006, and the company claims to be “approaching 4”, and now claims to be shipping robot taxis in production in a few months.

Meanwhile, Google actually delivered the robot taxi in SFO, and it’s amazing.

The sensor strategy really says it all. Why skimp on a minor part of the BOM, which enables a use case with 50-100x value?

The whole Tesla schtick is such a bizarre Lucy and the Football scenario, over and over again.



At the high level I don’t disagree but I also don’t know who is going to be the winner 5-10 years from now. The original statement I replied to is simply false that’s all I was saying.




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