Part 13/15:
The industry remains intensely competitive, with many automakers and tech companies initially relying on lidar and synthetic data to develop autonomous systems. However, Musk’s critique and Tesla’s data-centric, camera-based approach position the company uniquely. If Tesla’s predictions about the pace of AI development and the efficacy of real-world data collection prove accurate, many competitors could find themselves at a technological and financial disadvantage, stuck with costly lidar hardware and less effective simulation-based development.