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A comment on Tesla stock drops 29% in first quarter as global dominance wanes. Parent comment

Re:Tesla stock drops 29% in first quarter as global dominanc... by Ekaros on Monday April 01, 2024 @09:46AM (#39894131)
It is only winner takes all if Tesla keeps being only one with self-driving... Which to me looking into history is insane. Is there any technology where there is only single provider?

It is big enough market that eventually there will be multiple-players and then it will be race to bottom. Marginal profits. Self-driving taxis will be dumped like Uber and Lyft did against other players. And then it will be low margin business.

[ Parent | on HN ]
Re:Tesla stock drops 29% in first quarter as global dominanc... by gravescale on Monday April 01, 2024 @10:01AM (#39894280)
Right? And even if they did score a virtual monopoly in the US through assiduous lobbying, they can't keep a global lid on development forever. Especially that if they do crack it, they prove that it both can be done and it's "just" the software. Even without the Asian manufacturers, the German ones wouldn't just roll over and die either.
[ Parent | on HN ]