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I've never invested in an individual stock but their full self driving tech strategy is making me highly consider going long on TSLA. I think whoever develops
by mrep 8y ago
I've never invested in an individual stock but their full self driving tech strategy is making me highly consider going long on TSLA.
I think whoever develops level 4 FSD tech that works for most Americans daily car commute is going to be a trillion dollar company. It can even require me to be in the driver's seat, not work in rain/snow, and be geofenced if it gives me at least a 5+ seconds heads up for taking over as long as it is enough time to switch context from working/whatever to drive. Think about how much time Americans spend driving for which we could free ourselves from if our cars had FSD tech that worked most of the time. If/when I have a decent commute that benefits from a car over public transportation, I would pay thousands of dollars extra for a car if it was able to free myself from driving 75% of the time.
Tesla now has got hundreds of thousands of cars that people use in level 3 mode which is then used to train their L4/L5 FSD tech while also retaining all of that real world data to train their models. I don't work for self driving tech, but given the massive amount of real world data they can collect, I think they are now most likely to hit the point where they can solve basic commutes in geofenced areas with L4 over everyone else and I think people will pay out the nose for that (with the added benefit of people buying electric cars too).
- dchichkov 8y agoFollowing parts are still under a question mark: - sufficiency of compute; - software architecture; - complexity budget; - sensor suite; - datacenter. The rest seem to be done right.