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> I think Tesla is going to win this. If Tesla can do level 5 in 2-3 years as you say (and that might be a pretty big “if”), that places them 5+ years behind W
by wepple 2y ago
> I think Tesla is going to win this.
If Tesla can do level 5 in 2-3 years as you say (and that might be a pretty big “if”), that places them 5+ years behind Waymo.
What leads to the win here, then? Waymo constrained by the cost of LIDAR? Is it truly such a massive % of build cost that they can’t succeed? Is it that Tesla is vertically integrated?
- AbrahamParangi 2y agoIt only needs to be good enough for lvl 5, then it's just regular automotive economics.