100%
1/1 predictions confirmed
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5
companies · 10 data points
we're not just a feature and that we're truly a product and independent business.
if we can be the market creators and market leaders in this space, then we can start to grab the biggest customers in the world. And as long as you grab those, there's pretty high switching costs.
our video infrastructure is the most performant that exists for any asynchronous video recording and sharing.
you have to believe and what I think we did a really good job of is picking early investors that believe that this is a missing mode of communication at work. Like this is a massive opportunity. And in order to get this right, you just have to focus on building a best in class product. And that takes disproportionate resource allocation to our video infrastructure is the most performant that exists for any asynchronous video recording and sharing. And then the second part of defensibility, if yo
I think even elon's position at Tesla I've talking talked to him about it is he believes that the auto pilot with the ability to disengage is going to be maximum optimization In Our Lifetime
safety is something that you can never be too good at so we're we're always working on improving that
we do believe that that we're one of the safest options in in almost all of the Cities
even when you talk about the more diverse products we have if we talk about food delivery for example it's much harder to deliver that autonomously if the the driver needs to come in and deliver it so it would be quite easy for us to make it an option in the app but I would have thought it's a long time before it's it's the only option
we obviously want to to invest in this area as one of the the front of Technology but like case is saying it's probably a long time before um you don't need drivers at all in in the vehicles
I think they've really taken some of their philosophy probably from apple where it's everything is so intuitive it's so neat it's so easy to get exactly where you're going