@vkhosla Fake news! Waabi’s autonomous trucks aren’t here yet and still have a long way to go. They will be here when they can operate fully on the road and follow traffic rules without accidents.
@yaireinhorn@PrimeMedicine@davidrliu@zhaoweiasu In the PERT patent filed by the Broad Institute, it is explicitly mentioned that Prime Editing is used. It would be hard to understand that $PRME does not have the license, since that technique could not be used without Prime Editing.
@topsecretstocks@stocks4545 You may be right, but if we put things into context, we can see that Aurora currently has a monopoly on autonomous driving on public roads.
@AlexfromBabylon The difference is that $AUR, if it wants to, can start operating on private roads—in fact, it begins this year. Meanwhile, $KDK cannot operate on public roads like $AUR can. Aurora can operate perfectly on them without a safety driver.
@AlexfromBabylon $KDK had $770k in the last quarter thanks to autonomous driving on private roads, while $AUR generated $1m. Now $AUR has the opportunity to scale massively through retrofitting and via OEMs. I think $KDK will take more than a year to reach the position that $AUR is currently in.
@AlexfromBabylon 3) $AUR is ready to grow; $KDK still has to prove itself. There is room in the market for both, and even for a third player, but at this stage it seems risky to me that $KDK has chosen the best strategy for growth. We’ll see where each one stands at the end of the year.
@AlexfromBabylon 2) While $AUR has taken the most difficult step, $KDK still has a long road ahead to validate its system on public roads. In an ideal world, it would take more than a year to solve this and be able to scale, but as we well know, things rarely work out perfectly anywhere.
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@yaireinhorn@PrimeMedicine What do you think about the AATD dispute between $BEAM and $PRME? I haven’t found much info. Do you think they can prove $BEAM right?
@JKeynesAlpha It's a good technology, but its studies are in very early stages, and the markets it still wants to access with its studies are very small.