Cruise dying has made me pretty bullish on Tesla. I always was tempted to agree with people arguing the stock was overvalued. But if you look far enough out… given their opponents are committing suicide this might work out very very well

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Well the idea was that cruise and waymo were much better and pushing each other. 

Now I think waymo will win in the short term but without competition… will get “surprised” in a few years (maybe 10?) when lidar is no longer required.

Yeah, I’ve been thinking the same recently too. Also, anecdotally I see Teslas everywhere now