Part 8/9:
With Hotz stepping away from comma AI and Argo AI shutting down, Tesla now faces fewer serious rivals in the full self-driving space. Hotz's departure signifies that one of the few technically capable minds no longer operates a competing system, reducing the threat of a well-funded, lidar-based approach overtaking Tesla’s camera-centric strategy.
What This Means for Tesla Investors
This consolidation in the autonomous driving sector is seen as a bullish sign for Tesla. The reduced competition means Tesla’s FSD technology can potentially accelerate its deployment and refinement, further strengthening its market position.