What do sustainable mean? Nothing lasts forever. How long will the FSD + Long range EV + SuperCharger network lead last? Long enough to put a dozen companies out of business maybe? Nothing lasts forever, the market will adjust. But Waymo is not competition because they dont make EVs and any EV company that uses Waymo will make Waymo rich while over paying for the hardware/software. Every car market on the planet is making autonomous cars and we are wondering if Tesla has a lead? Maybe Lucid is in the lead or maybe Faraday Future. This is mind boggling how we, who are closer then most to the EV market, cant even see how feckless the competition is at this point. I fully believe competition will be something that exists in the future, but to think they will somehow magically pass Tesla in everything they are doing when its clear most are not even seriously investing is crazy. Intel should have never bought Mobileye, what the heck are they going to do what that, is Intel making a car? Intel sells millions of chips and many are very expensive. They want to buy a company to build a cheap chip and to whom? everyone is working on their own system. Lets count... Honda, Toyota, GM, Ford, Nissan, Audi, BMW.. Chrysler with Waymo. Then there are other OEMs like Bosch. Who are they going to sell this tech to? Unless they are assuming they will all fail and dump their own internal projects and buy their stuff. The only solution I see as vaiable is the one from the company who is making EVs because autonomous without EV is like tits on a bull, pointless.
