(no title)
HAL3000 | 5 months ago
Which products? EVs are a commodity. Self driving technology is better at Waymo, and in China, the latest Huawei version of self driving, installed in Avatar cars, is on par with Tesla’s and even better in some cases. What’s left? The Optimus robot? Unitree from China and Boston Dynamics (owned by Toyota), are ahead of Tesla. Not to mention the hundreds of startups in China working on the same thing, all using essentially the same transformer based architecture with only minor tweaks. There’s no moat this time. What Tesla still excels at is marketing and hype, but even that has its limits.
DoesntMatter22|5 months ago
HAL3000|5 months ago