Self-driving car company Argo AI failure when Ford and VW pulled the plug after spending over $3 billion. It is big evidence that Lidar-dependent self-driving has a long way to go. All of the self-driving car companies except Tesla and Comma were using Lidar. Ford said removing the driver is over 5 years away. Most robotaxi players are dependent upon removing the driver for their business model to work enough to get to serious scale. 5+ years to get to the true starting point and 5+ years to scale translates to an 8-year lead for Tesla if Tesla solves robotaxi in 2 years. Uber had a 2.5 year lead over Lyft and that meant three times the market share for Uber.
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