Your entire comment is hinged on one person's opinion who works at Rolls Royce, basically a non-entity in the SDC world. Has he worked at Tesla, Waymo, Cruise, or any of the other actual players? What does he engineer specifically? What data is he basing his claims upon?
From every source I've read that's publicly available, SV IS eating the major automakers' lunch. An anecdotal claim with zero evidence isn't enough to convince me otherwise, nor should it convince you.