Likewise, they can still compete: as a driver would you rather be "driving" in a 99% of the time self-driving vehicles that's a Tesla, and as a passenger: would

Likewise, they can still compete: as a driver would you rather be "driving" in a 99% of the time self-driving vehicles that's a Tesla, and as a passenger: would you rather order a vehicle from Tesla Network and know you're guaranteed to be picked up in a Tesla - with cameras for safety, security - in a quiet vehicle, etc. Tesla owning/controlling the whole supply line and at the scale they're ramping up for gives them advantage. And if they do reach fully self-driving first - and someone will have to lead the way and prove it enough for regulators to allow them on the roads - then they'll have everything else already in place to relatively speaking own/efficiently capture a large portion of the market.