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If your only sample has been Tesla "FSD", your bearishness is appropriate. However, Tesla's level of development is infantile compared to Waymo's. It's clear t
by mrshadowgoose 4y ago
If your only sample has been Tesla "FSD", your bearishness is appropriate. However, Tesla's level of development is infantile compared to Waymo's.
It's clear that Waymo has run into some costs/limits in physically scaling their operations, as the software side of things appears to already be "good enough" and is not the limiting factor.