Sure, but what's stopping any other car manufacturer from buying and using the same sensor kits?
Nothing, though I'm guessing they will be far behind for a year or so even after they deploy. (Unless that team is super competent, and they have absolute management backing.)
Look, I get that you can't get the same data with a 3rd-party kit but if you're an insurance company you're gonna be working with car manufacturers anyway.
It completely changes the dynamic of the business. One won't be able to compete, except as a manufacturer partner, and not all manufacturers will be equal. It will limit choices to consumers, and very strongly drive consolidation. I'm not saying only Tesla will be able to do it. What I'm saying, is that the nature of the business will change massively, in a way where customers will wind up with fewer coices.
Nothing, though I'm guessing they will be far behind for a year or so even after they deploy. (Unless that team is super competent, and they have absolute management backing.)
Look, I get that you can't get the same data with a 3rd-party kit but if you're an insurance company you're gonna be working with car manufacturers anyway.
It completely changes the dynamic of the business. One won't be able to compete, except as a manufacturer partner, and not all manufacturers will be equal. It will limit choices to consumers, and very strongly drive consolidation. I'm not saying only Tesla will be able to do it. What I'm saying, is that the nature of the business will change massively, in a way where customers will wind up with fewer coices.