If we're continuing the iPhone metaphor from the GP, note that Apple is almost always late to a market segment. When the iPhone was released, Windows CE had owned the smartphone segment for years. The iPod was hardly the first hard drive mp3 player. Apple Watch wasn't the first smart watch. Etc etc etc. Apple makes good products, not innovative ones. It is not at all unthinkable that someone else will release a better self driving car after Tesla, and win marketshare.