Dutchy Ron schreef op 2 mei 2021 10:45:
Het is wachten op Tesla en het bewijs dat HD-Maps overbodig zijn….. wat ook deze auteur tegenspreekt
www.google.nl/amp/s/seekingalpha.com/...As it stands, though, there seems a reasonable likelihood that Tesla’s system simply will never become reliable enough given that it doesn’t have HD maps and neither does not it have sensor redundancy. For comparison, Mobileye will have both maps and three fully redundant, independent sensor systems.
Around the time of writing this, it was also announced that Lyft (LYFT) was selling its own self-driving unit, a few quarters after Uber (UBER) had already done the same. This further shows that only few may ultimately succeed in this space; so given the above discussion investors shouldn't assume that Tesla FSD is all but guaranteed yet at this point.
Given that some, such as ARK Invest, have attributed even trillion-dollar valuations to Tesla’s FSD, a possible failure to develop FSD could be a serious risk for the stock.