Earlier quoted context omitted.
This matches my experience of how Tesla is viewed in the autonomous car industry. No-one thinks they are a serious contender when it comes to a driverless vehicle (and their business model basically doesn't match with the technology either: every other company is basically going to operate a taxi service because there's far more value to be captured and it can help pay for the hardware making driverless possible)
it's interesting how optimistic long term visions conflict - if you really think autonomous cabs will become widespread then by implication you are also saying that car sales will be drastically lower. Tough to be serious betting on both. The math of "you'll pay more for the car but the car will go out and make money for you as a robotic Uber" sounds like a pyramid scheme to me; if too many people do it, it can no lo…
After the market for on-demand autonomous taxis is oversaturated, Tesla's plan is actually to stop selling vehicles altogether, or reduce it drastically. Musk has said that FSD vehicles will likely not be for sale after this point, so the "consumer-operated robotaxi" is inherently an intermediate solution.
Vehicle ownership will drastically change in nature after the advent of AVs. Tesla isn't going to be unique to having to adapt to this.