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Did you watch their presentation on their plans for autonomous vehicles? I think the market knows that they will win on this front, if they can remain financially solvent. Also:

1) Via their customers, they have access to a massive trove of of nuanced, real-world driving data needed to train their models. No other competitor has that much data.

2) They're willing to ship. They're willing to put features in front of customers, even before they are fully baked. They will learn so much more quickly approaching the problem this way.

The only things that could stop them are legislation or a flurry of lawsuits if they get too reckless with releases.

But it won't be the tech issues - Tesla is full-throttle and solving edge cases at a rapid pace.




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