Comment by recuter

3 years ago

You're a bit too late with that observation I think as Tesla is no longer the upstart.

> The feature is a gizmo that appeals to techies and can, for a time, prop up sagging unit margins. But it's a nice to have bobble at best compared to the real prize of dominating the car market.

The feature and all the rest of the hype somehow got it this far.. it might break 2m ($100B revenue) cars sold in 2023. That's about as much as Mercedes. BMB is 2.5m. So it has wiggled its way by sheer tyranny of will, luck, and incumbents dragging their feet to being in the top 10.

Otherwise I'd agree with you but the bluff, improbably, worked out. They are here to stay.