Part 4/9:
Kyle also noted that while Tesla leads the U.S. market with FSD, its capabilities in China are not as competitive. This trend indicates that the rapid advancement of autonomous systems in China is altering the dynamics of global automotive technology. Companies like Huawei, which operates systems integrated with lidar, radar, and cameras, are challenging Tesla's standing. The debate over the best approach—lidar versus vision-based systems—continues, but Kyle pointed out that limitations in software often eclipse concerns over hardware.