> They'll be making huge software-style margins on FSD in 2024 and beyond. I think other companies might come close. They might not have Tesla style "FSD", but

> They'll be making huge software-style margins on FSD in 2024 and beyond. I think other companies might come close. They might not have Tesla style "FSD", but coming close in terms of highway only, slow speed only, might be enough to make Tesla a "car company". Mercedes has already started its approval for L3 self-driving in the US, where they would assume liability. A lot of other cars have a subset of "Autopilot + FSD" features like: adaptive cruise control, auto-park, summon, better lane assist*. Sure, these are not the same as Tesla FSD, but in a few years other manufacturers will come close enough. One big factor in why Tesla is/seems ahead is because they are using regular people to "test" their "FSD", when other companies are being more cautious. Tesla could showcase their "FSD" by having "full self-driving" teslas in certain cities, and applying for licenses, but they haven't.