· 个股论点
哈哈，$TSLA 目前感觉像是营销上的“万能灵药(snake oil)”。Waymo ($GOOGL) - L4级自动驾驶；Cruise ($GM) - L4级；Aurora - L4级；Tesla FSD - L2级。$TSLA 目前仍是L2级，仍需人类远程监控每次驾驶，其FSD营销带有“必须时刻手握方向盘”的免责声明，纯属营销噱头。不过，如果仅靠摄像头就能实现，正如你所说，其规模化潜力更大。鉴于埃隆能造出可重复使用火箭，我并不怀疑他的能力。除此之外，$GOOGL 目前在各方面都碾压其他对手。我认为更好的问题是：Aurora + Uber 能否与 $TSLA 或 $GOOGL 竞争，而非单独看某家公司。
lol $TSLA feels like marketing snake oil currently. Waymo ( $GOOGL ) -Level 4 Cruise ( $GM ) - Level 4 Avride - Level 4 Tesla FSD - Level 2 $TSLA still has humans remotely monitoring every drive since it's level 2 right now and it's just snake oil marketing FSD (with disclaimers that you must be at the wheel lol at all times). If they get it right with just cameras, it has higher scale potential as you mentioned. And I don't really doubt Elon if he can make massive reusable rockets. That aside, $GOOGL is dominating every one of them right now. Think the better question to be asking is if avride + Uber can compete vs $TSLA or $GOOGL, rather than the standalone company.