[bischofs]

Cruise is owned by GM, Tesla has a decent level 2 system but only sells ~100,000 cars a year, and waymo has zero technology in consumers hands at this point. Also most of the automakers have offices and research facilities in SV, with hundreds of engineers working in them.

What lunch are they eating?

[SEJeff]

Tesla sold 90k cars in Q4 of last year. They sold 244,920 cars in 2018 and are now at a much higher rate of production than they were for the first 1/2 of the year. You’re off by quite a bit.

[bischofs]

Tesla sold that many in the last two quarters because it was trying to fill a massive backlog of orders. Also VW, Toyota and Nissan/Renault each sold over 10 million vehicles in 2017, so my point that they are not a major automaker still holds.