Level 2 is becoming a commodity. Its commercial value will fall to zero very quickly.
I disagree. Only the most simple basic highway lane keeping is commodity and that is only small part of overall driving.
Level 2 varies dramatically by car maker. On the low end you have companies like Ford and Honda doing lane keep cruise control, and on the high end you have Tesla which does automatic lane changes, takes on/off ramps, and stops for traffic lights. Tesla also charges a high premium for their software making it basically the opposite of a commodity.