When Expectations Meet Reality
Cunningham - great content, and yearning for more! Would expect nothing less from the only guy at the TC who could keep up with the Oracle (Scott) and Perlow. Question, what are your thoughts on the TSLA FSD 10K, make the investment now, wait for the subscription, or until viable AV competition comes to market (GM Cruise, some other LiDAR based system)?
Good first issue. I was actually able to read and understand the content. The charts that you used to illustrate points were good choices and I really appreciated how you highlighted the difference between the fundraising hype (exponential growth forever) which sets unrealistic expectations and reality (S-curves). Self driving cars are going to be L3 for a long time in human years as well as IT (dog) years.