Such an advantage could be well-integrated self-driving capability, assuming they can make it work. Everyone seems to be assuming that this will be a commodity,

Such an advantage could be well-integrated self-driving capability, assuming they can make it work. Everyone seems to be assuming that this will be a commodity, but it might be very hard to achieve. If e.g. only two companies in the world achieve it in a reasonable timeframe, those companies will be able to price it such as to capture a large portion of the value. This is a huge market, and Tesla would already have millions of vehicles deployed.