Part 8/11:
Reflecting on history, the speaker points out that many revolutionary technologies—like the internet or the iPhone—seemed to appear “out of nowhere,” rapidly transforming society. The same pattern is anticipated for full self-driving technology, which is expected to sneak up on us faster than we predict due to exponential growth.
The Road Ahead: Who Will Lead?
The discussion considers market competition and the likelihood of Tesla maintaining its dominant position. If Tesla succeeds in fully solving FSD, it could capture most of the autonomous vehicle market. Given the huge global car fleet—hundreds of millions of vehicles—the challenge lies in scaling production and adoption.