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i am invested in Tesla because i feel like they have the best chance of seizing the bulk of the autonomous car market, out of the publicly traded companies available to me.

I could be totally wrong, but being first will allow them to grab the lions share of the business opportunities, and let them vertically integrate aka Tesla run uber, Fedex etc.. Being second is like being second with PageRank.

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Definitely, I feel like it's partially just a question of what a full-stack 21st/22nd century auto company is going to be worth once the dust settles after the autonomous car wars. If it still means producing close to 10 million cars a year while also being a leader in autonomous driving software then we could be talking about a multi-hundred billion dollar company in the making. If, however, the number of cars needed to be manufactured drops precipitously and a number of strong competitors emerge in autonomous transport they may end up relying on their semi-truck and energy network investments a bit more. Only time will tell

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