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That might be your personal perspective, but the market's attention is on the AI aspect. Tesla's market cap is higher than that of any other western car company
by ArtTimeInvestor 2y ago
That might be your personal perspective, but the market's attention is on the AI aspect. Tesla's market cap is higher than that of any other western car company. And not because of their ability to mold metal.
In the future, a car without self-driving software will be as useless as a computer without an operating system. Hardware companies will be at the mercy of software companies. All the margins will be made in software. Hardware already has super thin margins nowadays.
Nokia didn't fail because of the way they made phone hardware.
- kavalg 2y agoCan you be more specific on the use cases that comprise that? E.g. is it driverless company fleets, enabling elderly to drive, making it possible to e.g. sleep while driving, being fancy etc?
- ppsreejith 2y agoIt's possible that self driving can be 'added on' using something like Comma: https://x.com/comma_ai/status/1795596189544722695 https://x.com/comma_ai/status/1795596189544722695