I'm not sure I agree. In our (very very) hypothetical scenario, it seems that self driving would play out similar to how software incumbents in general are ver

I'm not sure I agree. In our (very very) hypothetical scenario, it seems that self driving would play out similar to how software incumbents in general are very hard to displace. You could use the same argument for search, operating systems, or public cloud as well? "Why couldn't a more nimble or well funded company come in and commoditize {software industry}" I'm not sure, but we only have two major app stores, we only have three big public clouds, we only have three companies making major operating systems for consumer devices, two search engines, I could go on. I think that marginal benefit that comes from first mover and scale really makes it hard to catch up in the world of software. Big tech is not afraid to use rapidly rising stock to retain talent, which makes it very hard for startups to acquire comparable talent unless VCs are willing to throw gobs of money at companies, that then go to exorbitant comp. (and you see this in the bull market run of 2015-2022).