Tesla fanatics espouse the same sort of thinking. Tesla will figure out FSD and will capture the entire automotive market leaving competitors to close up shop and give up. I don't get it. Otherwise intelligent people have told me some version of this with a straight face. It's like they've somehow blocked how the economy functions out of their minds in an effort to further exalt Tesla.

It's not the same because there are plenty of companies that can manufacture cars at scale but only one company that can launch satellites cheaply. Arguably Waymo is ahead of Tesla FSD and they have access to the mature Hyundai and Zeekr supply chains.