In June of 2022, Elon Musk said that without self driving, if they can't make it work, that Tesla is worth quote, basically zero. Arat: It also makes me think about the prospect of self driving and what that really meant for traditional automakers. He says we've already had a reckoning to a certain degree on self driving technology. And again, this is the thing of switching on a dime from greed to fear, he says.

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