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This. Google's economic moat is their data. Proprietary data they've accumulated for the past two decades for various products and strategies. We should see a s
by pwaai 8y ago
This. Google's economic moat is their data. Proprietary data they've accumulated for the past two decades for various products and strategies. We should see a serious google competitor but we don't. Bing tried it and failed because they just cannot match Google's superior data.
So whoever is trying to emulate Tesla is in for a nasty surprise, Tesla is automation 2.89. The last miles is the hardest and requires an ever increasing amount of data. while safer than humans driving Tesla's autopilot failures have done far more damage to the brand than accounted in the stock price.
Google/Alphabet/Waymo figured out their end game was to build the data that their competitors will not be able to emulate easily or costly.
So far Uber is spinning its wheels and Tesla has lost focus of the killer feature of their car, coming dead last in terms of automation ranking when compared to other major luxury brand manufacturers. But this is HN, and they love Don Papi Musk