Part 7/9:
As Chanos acknowledged a shift towards autonomy, he implied that other companies would quickly catch up to Tesla, potentially offering similar technologies without cost implications. This narrative, however, became contentious as it questioned whether competitors could independently develop enough technological infrastructure and expertise to rival Tesla's market lead.
The argument that all companies would achieve autonomy simultaneously overlooks Tesla's first-mover advantage and the resources it has devoted over the years to develop its software and fleet of cars. The notion that companies can simply create a carbon copy of Tesla’s advancements commonly ignores the complexities and investment required to reach such technological milestones.