I hear you. But this isn't a military conflict. It's not like the Germans could beat the Soviets by suing.
The benefit Tesla has is in the legal system. Even if they don't produce vehicles themselves, they can license the tech to all the other firms on the list and collect a vig without any overhead. There's also a real expectation of fully automated vehicles in one or two more Friedman Units. Assuming Tesla has a working solution for automotive automation, literally everyone else will need to license that from them.
The cars themselves are glorified tech-demos for the industry at large.
I can speak with inside industry knowledge on this. Tesla is not a leader in vehicle automation. They are not even very competitive. They are very visible to consumer, but they can not compete without the use of optical radar. They have claimed to achieve close result with a camera, but this is not physically possible. Computer vision and camera sensor alone can not deal with road conditions reliably. They refuse to add any form of radar while others do. Their software is also not very advanced and is glorified cruise control.
I hear you. But this isn't a military conflict. It's not like the Germans could beat the Soviets by suing.
The benefit Tesla has is in the legal system. Even if they don't produce vehicles themselves, they can license the tech to all the other firms on the list and collect a vig without any overhead. There's also a real expectation of fully automated vehicles in one or two more Friedman Units. Assuming Tesla has a working solution for automotive automation, literally everyone else will need to license that from them.
The cars themselves are glorified tech-demos for the industry at large.
I can speak with inside industry knowledge on this. Tesla is not a leader in vehicle automation. They are not even very competitive. They are very visible to consumer, but they can not compete without the use of optical radar. They have claimed to achieve close result with a camera, but this is not physically possible. Computer vision and camera sensor alone can not deal with road conditions reliably. They refuse to add any form of radar while others do. Their software is also not very advanced and is glorified cruise control.
There's not and anyone who thinks there is has been chugging musk koolaid way too much.
Tesla runs in Koolaid.
All of this valuation is predicated on the promise of future SuperTech that is all owned by Elon.
It's speculation in the rawest form.