TSLA directional thesis
Tesla took the more scalable self-driving path while the sensor-heavy rivals built something uneconomical that still leans on hidden human teleoperators, and that bet plays out over time.
“even Waymo and so on has very few cars and they're doing that roughly speaking because they're not economical... they had to make it uneconomical. So they have all these... costs, not just marginal costs... but also the CapEx of the entire thing.”109:51claim_id
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