I think you underestimate how many companies do chip design. That part of it is actually quite unremarkable.
And while that transitional Nvidia hardware obviously isn't ideal, it's still necessary to run Autopilot today. And it is what is allowing Tesla to gather mountains of real world training data for its machine learning algorithms.
I'm not confident Tesla will pull off their vision of a driverless taxi business, but if they do pull it off, the business fundamentals promise astronomical revenues. Nobody questions that Uber and Lyft are viable businesses. Tesla's plan is to be in their space but with cheaper fuel, cheaper labor and a greater revenue share.
And while that transitional Nvidia hardware obviously isn't ideal, it's still necessary to run Autopilot today. And it is what is allowing Tesla to gather mountains of real world training data for its machine learning algorithms.
I'm not confident Tesla will pull off their vision of a driverless taxi business, but if they do pull it off, the business fundamentals promise astronomical revenues. Nobody questions that Uber and Lyft are viable businesses. Tesla's plan is to be in their space but with cheaper fuel, cheaper labor and a greater revenue share.