• cashcow1 : i’m new! were should i put my money and how much?

  Report

  Reply
  Cancel Reply

• Cow Moo-ney OP cashcow1 : Hello, that’s a tough and generic question to answer without knowing your background haha. Anyway most of us are not qualified to offer financial advice. Do read up a bit more and you will be able to form your decision

  Report

  Reply
  Cancel Reply

• Dan’l : The problems of LiDAR cost (whether it is Waymo’s vehicles, or the lack thereof with Tesla’s) could be solved by third parties (e.g., $Luminar Technologies (LAZR.US)$  now comes standard on one “uncrashable” Volvo, with another model already in the works).
  We’re also gonna see a huge increase in AI (and the computing power it requires) that comes built into our cars, and that ain’t gonna be $NVIDIA (NVDA.US)$  or $Alphabet-C (GOOG.US)$  either… there’s small moats around those in these spaces, with alternatives that could provide viable solutions and formidable competition in relatively no time at all.
  There’s enormous cost and added risk to them that go first, including the potential of becoming little more than mostly forgotten historical footnotes.

  Report

  Reply
  Cancel Reply

• bullrider_21 OP Dan’l : With new technology, lidar cost will come down and the size will be reduced.
  Tesla's camera-only system has its problems. And it has no redundancy. If it fails, a crash will result. The problems may be solved with lidars.

  Report

  Reply
  Cancel Reply

• C L7 : Biggest problem with google are its regulatory risks. Once that are cleared, i dont see no reason it wont go up to 300+

  Report

  Reply
  Cancel Reply

• Dan’l bullrider_21 OP : Absolutely, which makes $Luminar Technologies (LAZR.US)$ a good bet. (Volvo included Luminar’s Iris LiDAR tastefully, as standard equipment ~;-)
  The new, all-electric Volvo EX90 with Luminar Technology

  Report

  Reply
  Cancel Reply

• RDK79 : Whoever wrote this article needs to study (a lot) more what Tesla does.

  Report

  Reply
  Cancel Reply

View more comments...