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You are thinking about "hard" and "easy" in the wrong frame of mind. What Tesla does is not "easy" either. Their moat is manufacturing and the R&D they've spent on codesigning their HW and SW stack, and their insane supply chain.

Ford does not suddenly have several million cars with 8-9 cameras to tap into for training data, nor does it have the infrastructure/talent to train models with the data it may get. I think you are underselling the Tesla moat.

Its the same reason why there are only 3-4 "frontier" AI labs, and the rest are just playing catchup, despite a lot of LLM improvements being pretty well researched and open in papers.



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