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> Tesla's AI in particular is going to hit a wall

Actually at this point Tesla's AI seems to have hit lots of things: trucks, barriers, emergency vehicles, pedestrians, cyclists...

> Given the way AI is advancing it would be really dumb to not go hard on Robotaxi. That's it. That's the analysis.

Let’s say we’re headed for fully-autonomous vehicles in whatever optimistic medium term you want. I’m kinda missing the winning strategy here. Unless there’s some kind of moat to building/selling robotaxis, the sale price equalizes to marginally above the production cost, except with far less volume than what the market is selling today.

I realise that it is most improper to read the article on this website, but the analysis in question was _very optimistic_ (IMO naively so) on the robotaxi aspect, in that it just assumed that it would happen and most people would want to use it; the analysis was negative on the _financials_.

Choosing a two seater is very odd for this. Then again I’m in my 40s so maybe I’m too old