Not sure how you can say that. Nothing lasts forever, especially in the face of Chinese market dumping, but for a while there Tesla really was the undisputed king of EV manufacturing, that flywheel is how he got there, he did release all the patents because he said from day one he didn't anticipate or aim for 100% market share for Tesla and assumed there'd always be lots of EV manufacturers in future. All that sounds like - mission accomplished?
As for Waymo being ahead, maybe today. But Waymo's tech stack is largely pre-DL, they rely heavily on unscalable techniques like LIDAR and continuous mapping. Tesla is betting big on the "scale up neural networks" model we know works well and their FSD can drive everywhere. They're perhaps behind Waymo in some ways, but they're also in different markets - Waymo won't sell anyone a self driving car and Tesla will. I wouldn't count them out. Their trajectory is the right one.
> I’m not sure why anyone should bet on Elon pulling it off.
PayPal, SpaceX existing at all, then doing reusable rockets, Tesla, FSD, large scale battery manufacturing, Starlink, X ("he can't fire 80% of employees it'll crash immediately"), robotics, training a SOTA LLM so fast even Jensen Huang was shocked ... the man consistently pulls off impossible seeming things in the face of huge skepticism. How many examples does it take before people start taking the guy seriously? Infinity examples?
Paypal is in no way a Musk creation, no one makes that claim and in fact they got rid of him quite quickly.
X has plummeted in value, and is worth a fraction of what he paid for it? How is this "pulling it off" by shrinking the user base, revenue, etc? While we don't have publicly audited figures, they announced a net loss for the first three quarters of 2025, while it posted profits prior to his purchase.
FSD isn't even real? Why would you cite a feature that doesn't actually exist as an example of "Elon pulling it off"? He promised FSD would be available over a decade ago, and it's still not real.
> How many examples does it take before people start taking the guy seriously?
I'd personally settle for real examples, and not the false ones cited above.
> Not sure how you can say that.
Because Elon canceled the Model 2.
> unscalable techniques like LIDAR
What, exactly, is unscalable about LiDAR? BYD appears to be planning to include LiDAR (one unit, presumably forward facing) in even their cheapest cars effective quite soon, and they seem to have a few tens of thousands of LiDAR units already on the road.
And Waymo’s solution is expensive but seems to scale fine.
Meanwhile, there is certainly nothing inherently that prevents scaling a pure-vision approach that relies on massive in-car computation, but Tesla wants to use their AI5 chips and they seem to be struggling to produce and scale them. (They also apparently want to launch them into space, but it’s not really clear that they exist.)