[gpm]

If Tesla succeeds at FSD - Tesla is competing against them with hardware that operates at (using the numbers from the presentation, if I recall them correctly) ~1/10th the price.

They have contracts in place with the owners of cars they have sold preventing them from letting Uber and Lyft use the self driving capability to compete.

[DeonPenny]

Not to mention they have the apple vs android advantage where since they build their own hardware optimization is far easier than google partnering solution.