This makes it even more clear that nobody can possibly compete. Its bad enough that you need terrabytes of specially collected video footage to even train reasonable FSD, but if the last 1% of perfection can only use a trivial percentage of that data, then its even more essential that you have it.
Unless another company sells >1 million EVs with over-the-air video data collection and builds up $10billion in computing and networking infrastructure to support it, then they absolutely will not be able to offer FSD.
Tesla could absolutely screw every dollar out of FSD licensing deals with other companies, and there is nothing they can do about it.