I had a great chat with @summerlinARK about how Tesla is using AI to solve for FSD and why Tesla’s data advantage can become competitive moat.
How Tesla is Using AI to Solve FSD w/ ARK Analyst Will Summerlin Part 1 (Ep. 329)
How Tesla is Using AI to Solve FSD w/ ARK Analyst Will Summerlin Part 1 (Ep. 329)
Autonomous driving is a tough nut to crack because there are so many edge cases and a company needs a tremendous amount of driving data under a wide range of condition to gather enough of those edge cases.
Those edge cases are very hard to acquire and are gold.
Those edge cases are very hard to acquire and are gold.
Having the best data means Tesla can have the best performing FSD system & that attracts more drivers who generate even more data which in turn improves the system even more.
Data advantages in the 2020s will likely determine which companies have the strongest competitive moats.
Data advantages in the 2020s will likely determine which companies have the strongest competitive moats.
Key takeaway I got from @summerlinARK is Tesla’s data is really hard to acquire cause needs to be done at scale, thus their FSD approach is not easy to copy. As Tesla’s FSD system gets better & their data advantage grows even more, this can become a huge competitive advantage.
This interview is a must-watch for all TSLA investors as it really helps to clarify why competitors are going to have such a hard time copying Tesla’s FSD and why it’s possible Tesla’s lead could actually grow in the future.
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