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Because once the software gets to an acceptable level, it becomes table-stakes--it's not a differentiator. After that, the only thing that matters is who deploy
by GMoromisato 25d ago
Because once the software gets to an acceptable level, it becomes table-stakes--it's not a differentiator. After that, the only thing that matters is who deploys the most cars, and the unit economics of each car.
That depends on manufacturing (e.g., low unit costs, and high throughput).
- moffkalast 25d agoZeekr can surely outbuild and undercut any US firm by a wide margin.
- nujabe 25d agoBut they won’t compete here.
- deleted 24d ago[deleted]
- moffkalast 24d agohttps://en.wikipedia.org/wiki/Waymo_Ojai https://en.wikipedia.org/wiki/Waymo_Ojai Are you sure about that? Google is probably one Trump bribe away from being tariff exempt for these.