Tesla is certainly behind on FSD. What that team has produced so far is nothing short of amazing, but gosh, their boss sure hasn't helped their credibility. I

Tesla is certainly behind on FSD. What that team has produced so far is nothing short of amazing, but gosh, their boss sure hasn't helped their credibility. I can say that after experiencing the software of the BMW i4 and the Audi e-tron — holy cow, Supercharger is certainly not the only advantage of a Tesla. Audi's is laughably bad. BMW's is better than Audi's. Both are much worse than Tesla. The obvious retort there is: but Tesla's competitors will get better. And sure, they will. You're right. But Tesla likewise has their own R&D investments and unreleased products. I think sometimes when we talk about competitive landscape, we tend to say "Company B will catch up to Company A" while in our minds falsely imagining Company A as being static. Both Company A and B are moving, but in Tesla's case, they had a ten year jump on tightly integrated hardware + software. I think it's likely that continues to yield dividend.