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by nickevante 410 days ago
The incumbent being the concept of a car (EV or ICE) that you own and that you have to drive to get to places. Don't compare the Tesla MVP with an existing concept of a car.

Demand for new "car" is a noise. Austin FSD launch is the key differentiator and I foresee lot of sleeping on the floor moment from Elon to see it through. But if they do, the 100 year old concept of a "car" will be completely redefined.

1 comments

People have been talking about replacing car ownership with ride shares for over a decade. Waymo already exists