I think he is out of depth with the current revolution with computer A.I.
I think other auto car maker do not have the database nor the infrastructure. He is like saying 15 years ago that AWS won't dominate the market.
Elon has starlink, a global network to update its entire tesla fleet in an instance. I cannot see today nor in the next 10 20 years who in automobile industry have such a scale Elon has today..
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