The other auto makers are also in self driving '.they are only doing quiet R&D, but if you are betting on automation Tesla isn't the best long term bet even before you look at potential upside.
Yeah, Uber had this realization a few years ago too. If you recall, they were also developing self-driving technology in hopes of reducing their cost basis. However, they abandoned the project after an internal report leaked indicating that it wouldn't get them more than, IIRC, a 5% uplift - for exactly the reason you say. Once one company has it, the rest will not be far behind.
