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Uber is betting on car manufacturers to have autonomous driving in place, while it builds up a worldwide user base of logistics (moving people and goods from X
by _s 10y ago
Uber is betting on car manufacturers to have autonomous driving in place, while it builds up a worldwide user base of logistics (moving people and goods from X to Y). It doesn't care if vehicles are driven by a horse or by electricity.
Tesla is building the vehicles and energy source for the vehicles, and building the autonomy in to them, but it's betting on a user-base acquisition via hardware (vehicle) ownership and/or eventually some form of subscription to the "Tesla" club.
Carbon-based fuel(s) will eventually run out. Tesla via SolarCity will be in an incredible position of offering energy, so I'll be looking at how well their plan of putting Solar on every roof works rather than autonomy / vehicle manufacturing / sales. I think this is likely going to be their make or break asset.
- FreedomToCreate 10y agoGood points except that we are a century, if not centuries from carbon fuel reaching a point where people start to worry. And companies like Toyota are investing in alternatives fuels like Hydrogen, so it not as straight forward as you state for Tesla.
- tdy721 10y agoMost Hydrogen is generated from natural gas today and for the foreseeable future... It's no more an alternative source than Electricity, probably less, because we don't have Nuclear Hydrogen plants.