Scale faster? Why do you think this matters?
What's the first mover advantage? It's not a marketplace and there's no network effect. It behaves like scooters, not like Uber or Facebook.
Many investors are going to be very disappointed, esp when they learn the price of openpilot
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Yeah, if investors had an option to buy Comma, maybe they wouldn’t have to be disappointed.
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Engineers are the future, not investors. History is a progression of the value moving from those who have capital to those who can do things.
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Now Elon has basically conceded his current Tesla fleet will never be above L2 (why would he need the new dedicated futuristic robotaxi?), what is your projection when his new dedicated futuristic robotaxi will achieve L4 like Waymo, Cruise and others?
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Is it cuz it’s mostly a hardware thing and not a software thing, so it won’t scale as fast as social media buy it can scale as fast as smartphones?
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It’s beginning to be clear that a solution of FSD is actually an AI project rather than a driving project.






