This. It doesn't really look like Tesla is doing anything rn but selling old cars. They don't appear to be the future any more.
What other company is developing self-driving at a level of sophistication as Tesla that you can actually buy in a consumer vehicle?
But people like buying new cars, new models, new designs. Not just features - those are just options.
Once Elon’s air cover is blown, the government is going the dissect Tesla. Once someone gets the injunction to stop deletion of crash data and allow for inspection, they are cooked.
Waymo, of course, is everywhere here in the Bay Area. The tech works at scale today.
Driving data is cultural data.
This is one of the many blind spots from commenters, when they think about their own experience and generalize it to the larger global market.