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John Deere can and likely will swallow up anything that seems interesting in this space. They already largely are.

Source: Worked on AI in the Ag Industry.




I can't disagree with your take. Eventually (hopefully) there will be someone that doesn't sell out. Achieving Level 4/5 in corn/maize fields will be easier than Level 4/5 FSD in cars. My own theory is Deere knows/thinks it can't sell 200-600K tractors when a smaller, more lightweight unit can do the same so it is actively swallowing up competitors to protect its moat.




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