Doug

Which is their, this, it's their driverless version of their Tesla, right? So they are very explicitly saying, we are going to be a competitor. We are not just going to be a car that assists a driver and you have to be there. We are going to be a driverless vehicle, just like Waymo. We're going to be good enough. And it's happening in 2026.

Which is their, this, it's their driverless version of their Tesla, right? So they are very explicitly saying, we are going to be a competitor. We are not just going to be a car that assists a driver and you have to be there. We are going to be a driverless vehicle, just like Waymo. We're going to be good enough. And it's happening in 2026.

Which is their, this, it's their driverless version of their Tesla, right? So they are very explicitly saying, we are going to be a competitor. We are not just going to be a car that assists a driver and you have to be there. We are going to be a driverless vehicle, just like Waymo. We're going to be good enough. And it's happening in 2026.

Yeah. There is no ability to drive this thing. There was a cat in that just now. That was strange. So they are very explicitly making that play. I don't think others are necessarily like BYD has driving assistance. BYD is a massive Chinese car manufacturer. They have driving assistance. I don't think they're proposing that they're going to be fully driverless anytime soon.

Yeah. There is no ability to drive this thing. There was a cat in that just now. That was strange. So they are very explicitly making that play. I don't think others are necessarily like BYD has driving assistance. BYD is a massive Chinese car manufacturer. They have driving assistance. I don't think they're proposing that they're going to be fully driverless anytime soon.

Yeah. There is no ability to drive this thing. There was a cat in that just now. That was strange. So they are very explicitly making that play. I don't think others are necessarily like BYD has driving assistance. BYD is a massive Chinese car manufacturer. They have driving assistance. I don't think they're proposing that they're going to be fully driverless anytime soon.

But this is at least the intention. And so now we can talk about this a little more about whether it seems feasible at all. I can kick this off by saying, so one argument, and again, I'm not disclaimer. I don't think Tesla is going to succeed for sure. I'm going to give arguments for why they have a real shot. I don't think it's a giant shot, but it is real.

But this is at least the intention. And so now we can talk about this a little more about whether it seems feasible at all. I can kick this off by saying, so one argument, and again, I'm not disclaimer. I don't think Tesla is going to succeed for sure. I'm going to give arguments for why they have a real shot. I don't think it's a giant shot, but it is real.

But this is at least the intention. And so now we can talk about this a little more about whether it seems feasible at all. I can kick this off by saying, so one argument, and again, I'm not disclaimer. I don't think Tesla is going to succeed for sure. I'm going to give arguments for why they have a real shot. I don't think it's a giant shot, but it is real.

So one of the biggest arguments by far is that like Andre Karpathy, who's a very renowned AI scientist who led Tesla AI and self-driving for a number of years, his thinking is basically this is not a hardware problem. It's a software problem. It feels good to have these cool laser beams shooting everywhere.

So one of the biggest arguments by far is that like Andre Karpathy, who's a very renowned AI scientist who led Tesla AI and self-driving for a number of years, his thinking is basically this is not a hardware problem. It's a software problem. It feels good to have these cool laser beams shooting everywhere.

So one of the biggest arguments by far is that like Andre Karpathy, who's a very renowned AI scientist who led Tesla AI and self-driving for a number of years, his thinking is basically this is not a hardware problem. It's a software problem. It feels good to have these cool laser beams shooting everywhere.

But ultimately, what is really, really, really difficult about self-driving is the obscene amount of difficulty knowing every single edge case, handling the situations when other people show up. I mean, it's this infinite amount of possibilities.

But ultimately, what is really, really, really difficult about self-driving is the obscene amount of difficulty knowing every single edge case, handling the situations when other people show up. I mean, it's this infinite amount of possibilities.

But ultimately, what is really, really, really difficult about self-driving is the obscene amount of difficulty knowing every single edge case, handling the situations when other people show up. I mean, it's this infinite amount of possibilities.

Right. And there's an unfathomable amount of these. And if you think about different weather conditions, different cities, the fact that when you drive, it's not just you doing your own thing. It's based on everything that happens around you and the literal infinite possibilities.

Right. And there's an unfathomable amount of these. And if you think about different weather conditions, different cities, the fact that when you drive, it's not just you doing your own thing. It's based on everything that happens around you and the literal infinite possibilities.

Right. And there's an unfathomable amount of these. And if you think about different weather conditions, different cities, the fact that when you drive, it's not just you doing your own thing. It's based on everything that happens around you and the literal infinite possibilities.

If you think about it like that, getting a LiDAR system on your car that can make a 3D projected map, that's very cool, but that does not solve the problem of the infinity scenarios you need to be able to handle in order for somebody to truly feel like it's safe and a city to feel like this is truly not causing a problem. So really, this is not about having all the sensors.

If you think about it like that, getting a LiDAR system on your car that can make a 3D projected map, that's very cool, but that does not solve the problem of the infinity scenarios you need to be able to handle in order for somebody to truly feel like it's safe and a city to feel like this is truly not causing a problem. So really, this is not about having all the sensors.