> Do Tesla shareholders think the rest of the auto industry are in a coma?
I have no idea what institutional investors think, and they're probably the relevant group here.
From the way I've observed individuals discussing it, defending it, on HN… it pattern-matches to my understanding of what people these days call "main character syndrome", i.e. that the other companies are just a supporting cast to provide an interesting challenge for the only one that's not an NPC.
Or, they're stuck in a narrative that stopped making sense only gradually. Tesla solving self-driving ten years ago would have been a triumph. Solving it today, meh. They would be ahead of others by a couple of years, max.
Besides what does FSD even mean? Austin is not Amsterdam.