回复@andy_ct: Hawtin （Mark Hawtin, GAM Investment Management’s investment director focused on investing in disruptive growth and technology stocks）said that the company’s so-called Full Self Driving service lacks the qualities that would make it an example of truly self-driving technology.
“It’s by no means autonomous driving yet,” he told CNBC. He thinks that a version of Tesla FSD capable of “true autonomy” is still five to 10 years away.
Hawtin said that Tesla’s reported deal with China’s Baidu is a bigger short-term win for Baidu than Tesla, adding that competition is intense in China with names like BYD, Huawei, Xpeng, Li Auto, and Xiaomi all supplying technology capable of Level 2 autonomy.$比亚迪(SZ002594)$ $特斯拉(TSLA)$ $百度(BIDU)$//@andy_ct:回复@andyding:Elon Musk wants people to invest in Tesla Inc. only if they trust it can make self-driving cars. Trouble is, the stock already trades at levels that assume the company has cracked that code, and then some.
Fully self-driving cars are a technology that most analysts and experts say is likely years, if not decades, away from full-scale commercial adoption. Tesla has offered investors very little, apart from Musk’s own track record, to show that its efforts to create a truly autonomous car will be more successful than say General Motors Co.’s Cruise, which grounded its fleet last year, or Ford Motor Co. and Volkswagen AG’s Argo AI, that shut down in 2022. Tesla intends to unveil its so-called Robotaxi in August.
“Full self-driving may not be a winner-take-all market, and if it is, it is not clear that Tesla will win,” said Toni Sacconaghi, analyst at Sanford C Bernstein.