alt Hacker News> there is no moat in FSD.
Being a really really hard problem is a moat. Many have tried and given up already: Uber, Cruise, etc.
> there is no moat in FSD.
Being a really really hard problem is a moat. Many have tried and given up already: Uber, Cruise, etc.
There are so, so, so many companies operating in this space right now. You list two that have given up. A quick google brings back at least a dozen operations that appear to be still ongoing.
BMW Personal Pilot, Merc Drive Pilot, and Honda Sensing Elite are Level 3 automation tech you can buy right now. Tesla is still at level 2!!
Whether Tesla is going to be the first to achieve true autonomy or not is a toss-up. And and regardless of who achieves it, the rest will be very very short on their heels.