I mostly agree on all points, but what self driving tech is better? I've periodically looked at the options, and nothing really seems to compare in North America. Maybe BYD and others have great tech, but stuff like Blue Cruise works hardly anywhere in Canada, and to me, that makes it virtually useless.

He’s probably thinking of robo taxi self driving. So that would be e.g. Waymo.

I don’t think anyone has better self driving for consumers out atm, but you could argue that’s because other companies are not using their customers as beta testers. I’ve seen demos that may indicate Mobileye has tech that’s just as good if not better. But they don’t release it to end users until it’s fully ready.

I don’t think Tesla has any special sauce, and that when the tech is actually ready for unattended full self driving in a consumer car, other car makers will come out with solutions around the same Tesla. One difference is maaaybe Tesla will be able to update old cars (probably with a hardware update). While I think others will only support it on new cars.

Certainly waymo is better, but you can't buy it. Yet, anyway.