They are nowhere on self-driving beyond an over-hyped version of lane-following that everyone else has. Similarly they bring nothing to the table when it comes to solar. They have a battery manufacturing facility but no actual tech of note in that space but they are reasonably good at getting Panasonic to build a lot of batteries on their behalf.

At some point I am expecting Tesla to trade a reasonable chunk of its wildly over-valued stock for a large ownership chunk in a company that actually knows how to build cars in volume.