Interesting read. I think it’s missing a few important points:
the data used for machine learning in not just about vision. More importantly it’s about behavior patterns. Assuming that there will be both human and AI drivers on the road, this is critical. You can have perfect understanding and vision of the surroundings, but without intuition and prediction there will be no autonomy.
lidar doesn’t solve the vision problem it only simplifies it. You can’t completely rely on lidar creating a 3d environment and make driving decisions based only on that. Of course it helps, but without solving the vision problem it is almost meaningless. And after you solve the vision problem you don’t need lidar (I don’t think people have one?).
the charging network problem is not limited to saturation and capacity. Charging speed is a huge factor. And it’s directly related to the design of the car itself. You can forsee that even based on the smartphones industry, which have many references in this article. So it doesn’t come down just to capital, but it’s also about innovation, technology and software. And Tesla obviously has an advantage. In general discarding the supercharger network as competitive advantage in such a simple way sounds bad. Especially since there is not even a close alternative atm.
I like how the article is breaking it down to multiple categories and evaluates each one. I don’t like that it kinda skips the whole power and energy aspect. And this by itself is big and disruptive. I don’t think you can just ignore it when doing this type of evaluation.
I also miss the summary in the end. Tesla is disruptive in so many different ways, leading in most of them and each one by itself is a big opportunity with a huge market cap. Even if we ignore the great product, just maximizing the synergy between this components is a successful story.