re: Elon Musk outlines his master plan 2.0

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Maybe you could comment on this more because I always respect your tech analysis but my fiancees brother works in AI and he told me the reason why self driving cars wont ever happen is because its literally impossible to judge intent. He said something to the effect of if a car was backing out of a driveway an autonomous car would just freeze up because it wouldn't know the intent of that driver backing up and if you have a ton of these situations in real life you'd get a problem. He said there was just no way to have full autonomy ever.

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Huh? Tesla already produces cars that are almost 100% autonomously driven. The Google car has millions of miles driven autonomously. Your fiance's brother is way off. If it wasn't for the legislative nightmare that it's going to take to get the approvals (see their estimate about $10 billion in lobbying), we could have fully autonomous cars in a decade.

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I love Musks plan, if he had apples balance sheet and hundreds of billions to burn through trying this stuff out Id love it even more, but my issue is Tesla balance sheet looks awful

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Musk's three company's have always been interconnected in Tesla's future. He had Solarcity for the solar and battery component, and he uses SpaceX for the incredible cash revenue. Without SpaceX, Tesla is broke years ago.