[ximeng]

I think this is why they are moving into robotics. They're close enough to solving autonomous driving that they've sign-posted that it's a tractable problem for everyone else. We can reasonably expect the other major manufacturers to catch up and once the technology is widespread and EVs are the norm, Tesla has much less of a competitive edge in their core market.

There will be tipping points where it's consistently better than humans so long as there's someone supervising, and then again when it's better without someone supervising. Beyond that point it's just incremental changes.