Benedict Evans

Tesla does not have it working with cameras.

Will Tesla get it working with cameras before Waymo can get rid of the LiDAR?

We could have had that conversation.

I literally was on podcasts seven, eight years ago having those conversations.

We don't know the answer.

Maybe.

We don't know.

The interesting Tesla point is people always looked at it and said it's the iPhone of cars.

No, it's not.

What's happening is that cars are becoming Android with no iPhone.

And Tesla is just selling and is in that metaphor.

Tesla is just another Android phone maker.

And they're competing with the whole Chinese industrial policy to make more.

And there's just going to be a flood outside the US as they're protected by tariffs.

Everywhere else is very clear what's happening.

It's just a flood of EVs that are just as good as Tesla's.

We live in the luckiest time.

You know, we are not worried about rockets landing on our heads.

We're not worried about our children dying from diseases.

We're not worried that the bank might be closed tomorrow and all of your money's gone.