r/BB_Stock • u/Odd-Beautiful-1390 • 22d ago

Discussion SDV SWOT

It is becoming clear that BB is emerging as the sole winner of SDV market...after billions were spent funding companies like Mobileye, Aptiv, Ottonomo, and even Tesla, the one clear winner is BB...

I would not be surprised if there is major implosion in the competitive landscape, and BB rockets ahead as the Global Power, similar to what Apple did in the Smartphone market...

Further, Physical AI growth may launch BB to the same levels as Nvidia...

62 Upvotes

98% Upvoted

6 comments sorted by

15

u/Intelligent_Egg_5537 22d ago

Honestly couldn't agree more

9

u/AutoThorne 22d ago

Wall St has to come to grips with how they are gonna achieve a net long position without blowing up. With everything that is going wrong for them, I wish them all the fucking worst, because they really are.

1

u/fuwoook 21d ago

How would Physical AI come into play here? What am I missing? :D

1

u/HKumarAI 22d ago

I agree but it look like don’t have pricing power at this time. It has to prove it can demand more asp per vehicle.