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.

Ginvest : A late Happy Thanksgiving to you and your family

TheOracleOfBroMaha : “Neural network inputs”