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319 points doctoboggan | 1 comments | | HN request time: 0.2s | source
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mrcwinn ◴[] No.46236078[source]
This is really poor execution. You're taking a complex, low margin vehicle and introducing even more cost and supply chain complexity. On top of that, you're essentially making a proxy bet that more expensive hardware (LIDAR) will beat Tesla's software bet.

It's absolutely fair to criticize Elon for his ridiculous FSD timeline claims, but here we are now evaluating the market: if you have experienced the latest FSD, Waymo's and now Rivian's bet is just so obviously the exact wrong bet.

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1. bryanlarsen ◴[] No.46236885[source]
> You're taking a complex, low margin vehicle

Taxi services are not low margin. A taxi typically does about 500,000 miles over its lifetime; adding $10,000 to that cost is 2 cents per mile, increasing price by about 1%.