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> possible revolutionary products ahead. Which products? EVs are a commodity. Self driving technology is better at Waymo, and in China, the latest Huawei versi
by HAL3000 1y ago
> possible revolutionary products ahead.
Which products? EVs are a commodity. Self driving technology is better at Waymo, and in China, the latest Huawei version of self driving, installed in Avatar cars, is on par with Tesla’s and even better in some cases. What’s left? The Optimus robot? Unitree from China and Boston Dynamics (owned by Toyota), are ahead of Tesla. Not to mention the hundreds of startups in China working on the same thing, all using essentially the same transformer based architecture with only minor tweaks. There’s no moat this time. What Tesla still excels at is marketing and hype, but even that has its limits.
- DoesntMatter22 1y agoBasically everything you said here is completely untrue
- HAL3000 1y agoThat's quite the counterargument. Care to back it up with anything more than "you're wrong"? Right now this reads more like a dismissal than a rebuttal.
- DoesntMatter22 1y agoSo much is wrong. First of all Boston Dynamics is owned by Hyundai not Toyota. How many cars in the US is haiwei self driving in right now? How many robots is Boston Dynamics selling? You are arguing that vaporware is better than what Tesla has.