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What you're suggesting is that the first self-driving car manufacturer (as long as its cars are rolling off the lines of one of the major players) will dominate (parts of) the fleet sales market. That's not insignificant, but it's not the car market. I think you're underestimating how resilient the existing driving paradigm will be among consumers (i.e. the people buying personal cars and driving fleet vehicles).

> Catching up isn't easy, you won't be able to just reverse engineer it.

No, but the California-based employees with an understanding of that system will be able to get a nice payday when they start working for a competitor.




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