Not sure why launching a second supervised robotaxi test in San Francisco excites $Tesla(TSLA.US) investors. Until the safety driver comes out, TSLA FSD is not fully autonomous so can’t be scaled nationally. Meanwhile UBER continues to trade just off its all-time high (YTD $Uber Tech(UBER.US) +50%, TSLA -22%) as the biggest beneficiary of the industry going autonomous.
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