So it's been over a month since Tesla started putting in the AP 2.0 hardware. Yet the industry response has been dead silence. Is it possible that Tesla's lead in autonomous driving actually growing vs the industry catching up to them? I am a bit surprised there has been no flurry of marketing announcements by Benz/BMW/Audi in the last month saying they are accelerating their own efforts in autonomy. It's been two years since AP 1.0 hardware shipped - and the closest competitor is the 2017 Mercedes system. Much ballyhooed by Benz last Spring prior to its release, it got panned and ridiculed by journalists this summer for its poor interface and poor performance in the task of lane keeping - despite superior hardware. And as far as we know Benz has not announced any improvements to the 2017 cars will be released - even as dealer firmware updates - so as far as we know it will not improve. Now Tesla leapfrogs itself by releasing a system with more than an order of magnitude more computing power - and Tesla will soon have the world's only fleet generating billions of miles of data on this new multicamera system. If self driving is a harder problem than we realize - more strange corner cases, etc. - then maybe Tesla is building a moat. Folks keep wringing their hands over the supposedly impending end of Tesla's competitive advantages in electric drivetrains, battery systems, charging networks and autonomy - yet the lead just seems to keep growing year after year. One last example is the numerous German cars claiming 300+ miles range by 2018 on vapormobiles - by which time we conceivably could see a 120D with 400 miles plus.