Implications of Tesla's Robotaxi Study and Competition in Cruise Companies

Exploring Tesla's robotaxi study in Shanghai, concerns about 'race' narratives in autonomous vehicles, comparing Cruise to Waymo, and discussing the challenges and strategies in developing and deploying autonomous vehicles in specific cities. The conversation also highlights the importance of competition in the industry, addressing the need for a focused approach and patient long-term investors amidst significant investments and strategic reviews.