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0 pointscheeselip4202y ago0 comments

Human in the loop is fine.

Negative unit economics and massive expansion are not.

0 comments

Who says they can’t recover the full cost? Cars don’t last forever, bake the cost in upfront or charge a monthly fee.

I'm not saying they can't - I'm saying they are running out of time to do so, and with the DMV shutting them down they've been hamstrung further.

They are burning 100s of millions every quarter. They needed to show either growth/expansion or some sort of positive cash flow. They now have neither.

Retric2y ago

Ahh ok that fair.

I don’t think Cruse is doing very well. I’m more thinking that the first nationwide level 5 system may have a human in the loop.

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Retric2y ago

Who says they can’t recover the full cost? Cars don’t last forever, bake the cost in upfront or charge a monthly fee.

cheeselip420OP2y ago

I'm not saying they can't - I'm saying they are running out of time to do so, and with the DMV shutting them down they've been hamstrung further.

They are burning 100s of millions every quarter. They needed to show either growth/expansion or some sort of positive cash flow. They now have neither.

Retric2y ago

Ahh ok that fair.

I don’t think Cruse is doing very well. I’m more thinking that the first nationwide level 5 system may have a human in the loop.

j / k navigate · click thread line to collapse