> On top of this, their data moat is enormous and their pipeline is mature. Other car companies seeking this level of autonomous fidelity will need to either ra

> On top of this, their data moat is enormous and their pipeline is mature. Other car companies seeking this level of autonomous fidelity will need to either race to start harvesting as much data as possible, or make a bet that this quantity will be unnecessary with future models. From what I've seen in the past, it's not clear that Tesla is actually collecting all that much data in practice. And the concerns over the quality of FSD isn't something that is easily resolved by mass harvesting of existing drivers' habits.