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>On the bullish side, the VW deal

Oh, I think everyone missed this. Rivian is betting Elon made a big mistake by designing FSD to be strictly for Tesla. Rivian are doing FSD to license it out to other manufacturers. They're planning to open a new market.





But how could they beat Waymo or Tesla? At some point, these companies will offer an L4 package to car makers.

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I was just thinking about this recently. It doesn’t seem to make sense for each brand to have its own self driving implementation.

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Who cares about Tesla, the comparison here is Waymo who has already been doing this for much longer.

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