Robotaxi Data Moats, Real or Fiction?

Mohsen Khalkhali
3 min readFeb 3, 2024
Source

In the futuristic world of autonomous vehicles (AVs), the idea of data moats — large reserves of exclusive data that offer a competitive advantage — is being challenged in the face of commercial realities. Tesla, for instance, has carved its own path, utilizing the extensive data gathered from its fleet, equipped with cost-effective sensors, to enhance its Full Self-Driving (FSD) capabilities, which is still far from being…

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