I think Tesla and Comma are by far the best positioned for the consumer tech. Trucking is not something I feel qualified to comment on, because I don’t have a sense for the economics. But I know a bunch of R&D is going on here.
Most players in the space made investments in driver replacement tech which is multiple years from profitability. I think the places that this kind of tech makes sense is in licensing it to TNCs or operating a fleet of vehicles that you list on a TNC’s network.
On the other hand, driver assistance features are the only systems that can generate meaningful revenue today. One of Tesla’s finest selling points is their AP software.
In this vein, Comma is the Android to Tesla’s tightly integrated iOS. They are profitable today and ultimately have a larger TAM (new cars vs Tesla owners).
