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Originally Posted by GGG
Why would one believe that Tesla would beat google or amazon in terms of self driving cars. They may win semi autonomous but I think the same thing that allowed them to have electric cars faster (not having a combustion engine already) will be what hamstrings them on self driving (They already have human driven car business to support and maintain)
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Because they have the natural sales channel of making the hardware. I assume self driving works better in electric vehicles and as long as they stay the leader in EV’s self driving will come from them at least for teslas. Similar to John Deeres integrated auto steer.
The big advantage though is the Semi Truck/commercial freight industry. I think Tesla gets there first and yes there are lots of obstacles but they could own that industry overnight.
Is it a risky stock buy? Sure but ultimately I like a stock where your competitors are getting legislated out of business.