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.

It is the same. In both cases people are doubting the ability of the free market(and non-free markets) to detect and respond to an opportunity. How long do you think it will be before a, say, Chinese SpaceX catches up while being unfettered by environmental restrictions and backed by government subsidies?

Space is quite important and as the world deglobalizes there will be intense pressure to compete. SpaceX is breaking new ground and giving other competitors plenty to copy.