New Autonomy Leaders Are Emerging And Tesla Is Falling Behind
@Travis Hoium:
$Lyft, Inc.(LYFT)$ and Mobileye continue to push forward. I’ll cover this more below, but it certainly looks like autonomy will become a commodity and the ride-sharing networks will be in a good position long-term.And $Tesla Motors(TSLA)$ , which I have a short position in via Jan 2027 puts, continues to fall behind in autonomy, despite what Elon Musk says. Not only is Tesla still not a “known AV operator” in Austin, where it says it’s launching a robotaxi service in 4 months, but there was an FSD accident that’s worth our attention.A Cybertruck owner on FSD 13.2.4 posted earlier this week that his truck crashed into a light post while FSD was active. You can see from the image below that this was no ordi