He’s probably thinking of robo taxi self driving. So that would be e.g. Waymo.

I don’t think anyone has better self driving for consumers out atm, but you could argue that’s because other companies are not using their customers as beta testers. I’ve seen demos that may indicate Mobileye has tech that’s just as good if not better. But they don’t release it to end users until it’s fully ready.

I don’t think Tesla has any special sauce, and that when the tech is actually ready for unattended full self driving in a consumer car, other car makers will come out with solutions around the same Tesla. One difference is maaaybe Tesla will be able to update old cars (probably with a hardware update). While I think others will only support it on new cars.

Yeah this.

The argument for years has been something like:

> Tesla will solve self-driving and everyone will be left unable to compete. Also, AI is advancing rapidly and will solve all kinds of problems for society.

But apparently it will not solve self-driving for anyone else but Tesla.

I gave up trying to argue with Tesla fans years ago. They are immune to logic which invalidates their priors.