I see car companies getting off the shelf solutions from companies like Nvidia, which is what is being trained in Tesla's today. And Nvidia have their own demo.

I see car companies getting off the shelf solutions from companies like Nvidia, which is what is being trained in Tesla's today. And Nvidia have their own demo. I genuinely wonder who owns the algorithm... It actually makes sense to jump to level 4 from both a liability & design/platform perspective. The fact that Tesla is bleeding through the first few stages with driver-in-the-loop doesn't necessarily mean they get to maintain a competitive advantage long term. (Also, Mazda is a 2nd tier manufacturer, little resources, mostly Ford parts Inc drivetrain, engine and firmware) Finally, I appreciate the Musk fandom. As someone with a little skin in TSLA, I aim to take an objective view fwiw.