This probably is valuable, indeed. But you do have to wonder if there are really barriers to entry in this field. It would not take long at al for a large car company to sell enough fully camera-equipped vehicles and send them out into the world to rival Tesla’s network. Whether they can get their act together to do so, I am not sure. There is certainly plenty of expertise floating around to build the neural nets and the driving software that needs to be trained with it. Would it take time? Sure. But it seems like it could be a short-lived monopoly even if Tesla really beats all expectations here. Depends on competitor execution of course but not sure what other barriers there would be.