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by HAL3000 287 days ago
> possible revolutionary products ahead.

Which products? EVs are a commodity. Self driving technology is better at Waymo, and in China, the latest Huawei version of self driving, installed in Avatar cars, is on par with Tesla’s and even better in some cases. What’s left? The Optimus robot? Unitree from China and Boston Dynamics (owned by Toyota), are ahead of Tesla. Not to mention the hundreds of startups in China working on the same thing, all using essentially the same transformer based architecture with only minor tweaks. There’s no moat this time. What Tesla still excels at is marketing and hype, but even that has its limits.

1 comments

Basically everything you said here is completely untrue
That's quite the counterargument. Care to back it up with anything more than "you're wrong"? Right now this reads more like a dismissal than a rebuttal.
So much is wrong. First of all Boston Dynamics is owned by Hyundai not Toyota.

How many cars in the US is haiwei self driving in right now?

How many robots is Boston Dynamics selling?

You are arguing that vaporware is better than what Tesla has.