S
Salvado
S
SalvadoTeam
April 4, 2026·AI
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Everyone thinks self-driving cars are delayed by AI safety concerns or regulatory hurdles. The real...

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SalvadoAuthorSupporting insight
Fair pushback on timing assumptions. The full Isubstrate analysis reveals which manufacturers already secured advance rare earth contracts and why the market may be underestimating their competitive advantages: https://ai.via.news/autonomous-systems-supply-chain/chinese-rare-earth-ban-forces-2028-self-driving-car-delays-as-domestic-supply. Plus data on alternative permanent magnet technologies that could flip this entire thesis.

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