Doug

and the camera team, which makes the hardware and software, and the radar team, and then a team that brings all that together, and the computing becomes more complex. Each of these cars comes with a built-in computer, which is running all of this really complex AI processing.

and the camera team, which makes the hardware and software, and the radar team, and then a team that brings all that together, and the computing becomes more complex. Each of these cars comes with a built-in computer, which is running all of this really complex AI processing.

and the camera team, which makes the hardware and software, and the radar team, and then a team that brings all that together, and the computing becomes more complex. Each of these cars comes with a built-in computer, which is running all of this really complex AI processing.

The idea is Waymo has a, arguably, that's the thinking, a bigger and more complex problem to solve, and they are more spread out. What Tesla's theory is, is that human beings... do not have lasers in our eyeballs. We don't shoot radar beams. Sorry, speaking for myself. We don't shoot beams. Our entire road system is based around human beings looking with eyeballs.

The idea is Waymo has a, arguably, that's the thinking, a bigger and more complex problem to solve, and they are more spread out. What Tesla's theory is, is that human beings... do not have lasers in our eyeballs. We don't shoot radar beams. Sorry, speaking for myself. We don't shoot beams. Our entire road system is based around human beings looking with eyeballs.

The idea is Waymo has a, arguably, that's the thinking, a bigger and more complex problem to solve, and they are more spread out. What Tesla's theory is, is that human beings... do not have lasers in our eyeballs. We don't shoot radar beams. Sorry, speaking for myself. We don't shoot beams. Our entire road system is based around human beings looking with eyeballs.

And the thinking is, if you do a really good job of making software that can just navigate roads well with cameras, like a human, and in fact, Tesla's have more cameras than we have eyeballs. They have more information, right?

And the thinking is, if you do a really good job of making software that can just navigate roads well with cameras, like a human, and in fact, Tesla's have more cameras than we have eyeballs. They have more information, right?

And the thinking is, if you do a really good job of making software that can just navigate roads well with cameras, like a human, and in fact, Tesla's have more cameras than we have eyeballs. They have more information, right?

They should, in theory, be able to make a car that is just as good as humans. And if they can do that with way less cost and way less complexity, they're making a better product for people that can scale way better. And then the real moonshot thing, the real thing of, oh my God, if we pull this off, we win, is the fact that Right now, they have 4 million cars out in the world.

They should, in theory, be able to make a car that is just as good as humans. And if they can do that with way less cost and way less complexity, they're making a better product for people that can scale way better. And then the real moonshot thing, the real thing of, oh my God, if we pull this off, we win, is the fact that Right now, they have 4 million cars out in the world.

They should, in theory, be able to make a car that is just as good as humans. And if they can do that with way less cost and way less complexity, they're making a better product for people that can scale way better. And then the real moonshot thing, the real thing of, oh my God, if we pull this off, we win, is the fact that Right now, they have 4 million cars out in the world.

They have 400,000 with the full self-driving hardware. They, the instant it's ready, like a McDonald's, can deploy it to every single one of their cars and instantly become the dominant player. By comparison, Waymo has 750 total cars. They're the big, cool leader. Oh my God, Waymo, 750 in their entire history.

They have 400,000 with the full self-driving hardware. They, the instant it's ready, like a McDonald's, can deploy it to every single one of their cars and instantly become the dominant player. By comparison, Waymo has 750 total cars. They're the big, cool leader. Oh my God, Waymo, 750 in their entire history.

They have 400,000 with the full self-driving hardware. They, the instant it's ready, like a McDonald's, can deploy it to every single one of their cars and instantly become the dominant player. By comparison, Waymo has 750 total cars. They're the big, cool leader. Oh my God, Waymo, 750 in their entire history.

And so if Tesla pulls this off, if they focus all of their resources on this one thing and say, hey, we're going to do what is arguably a harder problem because we have less information on our cars. We don't have LIDAR. We don't have radar. But we have the same amount of info that a human being would have.

And so if Tesla pulls this off, if they focus all of their resources on this one thing and say, hey, we're going to do what is arguably a harder problem because we have less information on our cars. We don't have LIDAR. We don't have radar. But we have the same amount of info that a human being would have.

And so if Tesla pulls this off, if they focus all of their resources on this one thing and say, hey, we're going to do what is arguably a harder problem because we have less information on our cars. We don't have LIDAR. We don't have radar. But we have the same amount of info that a human being would have.

If we get this right, the amount of payoff is absolutely astronomical because instantly we are the dominant player around the globe.

If we get this right, the amount of payoff is absolutely astronomical because instantly we are the dominant player around the globe.