> Given the way AI is advancing it would be really dumb to not go hard on Robotaxi. That's it. That's the analysis. Let’s say we’re headed for fully-autonomous

> Given the way AI is advancing it would be really dumb to not go hard on Robotaxi. That's it. That's the analysis. Let’s say we’re headed for fully-autonomous vehicles in whatever optimistic medium term you want. I’m kinda missing the winning strategy here. Unless there’s some kind of moat to building/selling robotaxis, the sale price equalizes to marginally above the production cost, except with far less volume than what the market is selling today.