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@@ -18,7 +18,7 @@ Like PC 40 years ago, and smartphones 10 years ago, cars will be the next platfo
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Many years after Marc Andreessen said software is eating the world, no software guy touched the cake of the automobile industry. Because you need to super-rich to build a car company. But Tesla has done that now. Lots of people believe software could make the production of cars a ton more efficient, now I believe the momentum will continue. Use bit to shape atoms, something big since Henry Ford will happen to the manufacture of not only cars but also all the things.
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Cars are not just cars, it is the only product that people will spend a lot of money on. Building a software-driven new manufacturing system takes a ton of money, so if the change will happen, this can only happen to car making first. But once the concept is proved by cars, we won't stop here.
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Cars are not just cars, it is the only product that people will spend a lot of money on. Building a software-driven new manufacturing system takes a ton of money, so if the change will happen, this can only happen to car making first. But once the concept is proven by cars, we won't stop here.
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I think that FSD still is far away. L4 is still waiting for an AI algorithm breakthrough. But there is a lot that can be done at L2 or L3. So the software side will be exciting. Besides, The charging network and whole ecosystem have already a strong network effect. So I have no worry about Tesla's moat.
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