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This doesn't mean that self driving is a winner take all market.

• lumost 6y ago
  It does mean that buying the alternative will usually be a "crappy" choice. Leaving the incumbent with the ability to charge a margin and hire better devs. There will be other players who are competitive locally, or provide "good enough" solutions for some customers. * Assuming any player finds a viable business model, and that our current understanding of ML, Computer Vision, and control systems is sufficient to produce a commercially viable product.
  • sjg007 6y ago
    Why? I am sure self-driving will have regulations around it for specific performance guarantees.
    • lumost 6y ago
      I think that's where "good enough" comes in. It's likely that some companies will be just compliant, whereas the market leader is well ahead of compliance. e.g. a car that safely comes to a stop in an unhandled situation vs. a car that can handle the situation. It's also possible that the space also reaches commodity status where no differentiators emerge ( as one would expect with a big S curve in performance ).