### Comment:
If NIO starts shipping driverless cars, the Chinese could solve their overpopulation problem. 
  
 In all seriousness, there are a ton of players in this space. NIO is partnering with Mobileye to develop their system, but so are BMW, Honda, Nissan, and a slew of other car companies. There's nothing special to see here.

### REPLY:
Right? It’s interesting sure but it’s not new or unique. NIO has no moat.

### END.