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Comment by Reedx | Hacker News Reader

Probably not, but they're also in a strong position on self-driving, solar and batteries.

They are nowhere on self-driving beyond an over-hyped version of lane-following that everyone else has. Similarly they bring nothing to the table when it comes to solar. They have a battery manufacturing facility but no actual tech of note in that space but they are reasonably good at getting Panasonic to build a lot of batteries on their behalf.

At some point I am expecting Tesla to trade a reasonable chunk of its wildly over-valued stock for a large ownership chunk in a company that actually knows how to build cars in volume.

actually i’m using the FSD beta in my car and it’s pretty impressive. anyone who thinks it is just lane keeping hasn’t been paying attention.

is it worth 10K (model 3 owner and very curious)

>They are nowhere on self-driving beyond an over-hyped version of lane-following that everyone else has.

heh I guess all these videos on youtube of FSD are fakes

I worked in self-driving tech. Almost every self-driving company can make such videos, but they are still waaaay too far from real self-driving, even L4.

Except the company isn't making the video. Customers who paid $8K+ for the feature record them in their day to day lives, everywhere (downtown during rush-hour, in the forest, in the suburbs, at night, playing with obstacles, masking some of the camera or the radar, etc).

https://www.youtube.com/results?search_query=fsd+beta+5

Are you time traveler from 2016? Literally everything you say is simply wrong.

They are getting better and better at building the machines that build the machines.

Also, it's not about today. Who is in the best position to be the iOS of driving, if not Tesla?

Have any of those things made outstanding improvements over the past year, justifying a 500% increase?

I think that's more a reflection of increased confidence in Tesla's viability/survivability. As well as a lack of other exciting, inspiring, industry defining companies to invest in.

Increased confidence in their viability can drive a stock price up, but what changed to increase people's confidence in them?

And "exciting" is rarely something one should look for in their investments.

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