These "opinios" are based on the evidence of every car that exists in china.
We have 20 brands with self driving in china. 20 of them. They're all bad. Out of 20 of them, only 2 of them are "decent" which puts them at the level of FSD v12. Almost all these cars have more compute and sensors than tesla does.
Rivian claims they will do unsupervised robotaxi in first half 2028. That's the same time xpeng says they will do unsupervised robotaxi. Xpeng is actually a leader in china in autonomous driving and rivian is years behind. If Xpeng gives a date more than 1 year out, it's because they really don't know when they will have a product good enough for unsupervised.
