Actually Mercedes killed their Drive Pilot for now https://insideevs.com/news/784404/mercedes-level-3-drive-pil...
Which if anything looks worse for Tesla long term. If luxury car owners aren’t willing to pay 200$/month for self driving then trying to up charge people buying used model 3 and Y’s after canceling the S and X looks dubious. Which means that 100$/month subscription likely loses them money vs an 8k purchase.
They are looking to reintroduce it with a much higher top of 81MPH which might help, but agin my issue isn’t with the particular system but the underlying assumption of how much people value attention free driving.