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Domain expertise is a finite resource and couple that with the fact the automotive manufacturers are not adept at higher level software development (as opposed to embedded)

I'm not surprised companies like Ford have continued to push out dates

There's an obvious first-mover advantage though... there's not that many Jim Kellers around, and they got one.

Tesla's chip had 7x the performance of NVIDIA. Tesla hired a chip architect from Apple to get the upperhand.