
It becomes clearer every day that $Tesla(TSLA.US) will not be the only car company that masters unsupervised autonomy. It’s a repeat of 2020 when I predicted other auto manufacturers would copy TSLA’s technology and produce a high quality EV with comparable battery range and charging speed at a comparable price to TSLA and TSLA EV share growth would stall. We will get $Uber Tech(UBER.US) 2Q earnings tomorrow morning and an update on the many autonomous providers UBER is partnering with to bring autonomous ride hailing to UBER’s 170M MAUs. $Tesla(TSLA.US) stock has underperformed the S&P500 and $Uber Tech(UBER.US) for three years now.
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