I’d guess that it’s going to take a while to catch up because the real world data is the moat. Maybe if someone partners with Waymo but the price point will be higher.
The thing that gives me pause about buying one is: what happens if the company loses interest? Is it like “owning” a game after the company shuts down the servers?
If autopilot is basically the only thing Tesla has going for it then they’ve got a risky path ahead of them.
Maybe a stock crash and total failure of Tesla will be the best thing that happens. The US government (assuming us citizens can somehow continue to claw it back) or some benevolent entity can buy the ML models for cheap and open source them. It's really their only truly valuable, resilient asset, IMO.
Unsupervised FSD is, yes.
> and “will competitors be able to replicate Tesla’s success?”.
I wouldn't bet on a big auto-maker, personally. But maybe they can outsource it. And...well, AI. Things are moving fast. But I think the moat can hold for a while.
I loved how the Cybertruck looked but when I test-drove it, I realized it wasn't for me. Tesla can now do a Rivian R1 or Hyundai Palissade type design and do well. But they will prioritize the cab since they got it to the current scale pretty quickly and it will be a money printer for them.
Tech first companies like Waymo: yes, clearly.
OEM US automakers? Not a chance, not ever. They can’t do a simple infotainment system to save themselves. If they want to “auto” driving, they’re going to license it from some other company.
You might be waiting a while, though... If it's not happening now, it's unlikely to ever happen.
For instance, how it detects pedestrians. Ive had instances where someone is looking to cross, the FSD either ignores them completely or it slows down a little, baits them into going forward, then resumes running them over. It detects car to car problems very well but doesn’t try to interpret pedestrian’s intent outside of the actual road.