Part 6/12:
The Market's Implicit Battle: Who Will Win?
The market trend favors Tesla. Luminar's bankruptcy is not coincidental; it exemplifies how the focus has shifted away from lidar-heavy systems toward vision-only solutions. The key advantage Tesla holds is its vast computational resources, large datasets, and advanced neural net training. This accomplishes what lidar-based competitors struggle with: contextual reasoning, recognizing complex scenarios, and executing nuanced decisions.
Notably, Tesla's data collection surpasses that of legacy automakers combined—by a thousandfold—giving it an insurmountable edge in AI training and system robustness.