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![hamids Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::16258534.png) Hamid [@hamids](/creator/twitter/hamids) on x 21.8K followers
Created: 2025-07-18 16:43:07 UTC

That's what Microsoft thought about cell phones from 1997-2008, and they even laughed at the iPhone's introduction. X years after iPhone intro, Microsoft, which was once dominant in the smart phone business, was irrelevant and a few years after that, Microsoft Mobile unit was shut down.

Not owning the full stack in robotaxis means:

- MUCH Higher costs
- Blame game (AV vendor blames Car vendor who blames the ride-hailing vendor who blames the AV vendor) for anything that goes wrong.
- Slow iterations and improvements
- Horrible user experience relatively to competitors with full-stack

Just look at how fast $TSLA is learning, iterating and expanding its Robotaxis, which have been around just XX days! If you think anybody is going to compete with that in a 3-way partnership, I think you're mistaken.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946249383265341623/c:line.svg)

**Related Topics**
[smart](/topic/smart)
[iphone](/topic/iphone)
[microsoft](/topic/microsoft)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/hamids/status/1946249383265341623)