> Tesla will eventually be the largest company on Earth, and no one else is close.
Is your thesis that A) Tesla will finally develop fsd AND B) no one else will ever be able to?
Is your thesis that A) Tesla will finally develop fsd AND B) no one else will ever be able to?
I definitely think that competing companies will catch up, but that it will take them around 5-15 years to do it. (It took Microsoft about a decade to come up with a real competitor to the original Macintosh, for example.) That's an eternity in business, so Tesla will accrue huge gains financially over that period and this first-mover advantage will give them a huge lead with the Tesla Bot.