AJ Investment Research(@alojoh):17 years ago we didn’t have the technology. Present day technology completely changed the game and is the reason why all of a sudden so many companies pop up that already achieved FSD v12.5 capabilities. Consider the following statement: In principle, in 10 or 15 years anyone can program FSD over a weekend with 2040s AIs and compute. The present is a light version of that where less capital can go much further. The endgame is an EV scenario 2.0, a ruinous margin less competition, race to the bottom.

2026.08.27 17:17

17 years ago we didn’t have the technology. Present day technology completely changed the game and is the reason why all of a sudden so many companies pop up that already achieved FSD v12.5 capabilities. Consider the following statement: In principle, in 10 or 15 years anyone can program FSD over a weekend with 2040s AIs and compute. The present is a light version of that where less capital can go much further. The endgame is an EV scenario 2.0, a ruinous margin less competition, race to the bottom.