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I think their strategy is to launch fully driverless taxi service in a restricted region and then gradually expand, depending on the acceptance and improvement of the system.

Comparatively, Tesla wants its autonomous driving feature to be usable anytime/anywhere with the condition that it might disengage and still rely on human judgement in early versions.

Which is more viable? I don’t know.

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Tesla’s is more viable technically and more scalable, except the problem is that system is laughably unusable in scenarios where it is needed. I have looked at so many FSD beta videos, in most of the disengagement’s the car would have crashed and burned, very badly.

I don’t think any sane regulator would ever approve such a system.. ever. The improvements are still too slow and corner cases still deadly.

On the hand the geo-fenced systems like Waymo, Baidu etc, might be difficult to scale are orders of magnitude safer. Perhaps better overall both short and long/term.

Yes I don’t know either but that’s my unconsidered opinion.

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