Thanks for the links and your thoughtful reply. But I wasn't talking about Advanced Driver Assistance Systems. I meant completed FSD (Level 4, sleep-in-the-backseat autonomy).
Tesla believes that the only way to achieve such a system is with billions of miles of real-world driving data in addition to the computer simulations that other companies have used. If Tesla's belief is correct, then other companies will not "move quickly" to compete with FSD, because they cannot quickly deploy millions of cars collecting driving data, especially if the cars are festooned with expensive lidar and other sensors like the Waymo and Cruise cars that keep snarling traffic in their small geofenced service areas.
Since you are apparently a knowledgeable researcher of the Chinese auto industry, I asked if you are aware of any Chinese carmakers that are using Tesla's method of FSD development. I take it your answer is no.
I wasn't suggesting that FSD be included as a modeling line item. My thesis is that completed FSD will decimate demand for most cars without it, and ensure overwhelming demand for Tesla cars, regardless of how well other cars compete in other features (colors, fancy interiors, build quality, etc.). I think most folks don't understand this, or won't believe it until they see it.
Waymo and Cruise have been very clear that they will crack self-driving with their computer simulations and small fleets of lidarmobiles. They want it very badly. But wishes ain't fishes. All the failed attempts have proved that self-driving is a very hard problem, for which Tesla has built a world-class software team, millions of data collectors, and their own phenomenal supercomputers for driving and neural net training. I don't think anyone will "move quickly" to match them.
