Earlier quoted context omitted.
That sounds like a commercial acceptance bet rather than a technology one but yeah I would take the same bet. But I'd bet by 2031 driving a car will not be the peak of AI.
I take commercial acceptance as a proxy for the acceptance and practicality of artificial intelligence at the 'everyday' task of driving. I would take the absence of commercial acceptance as evidence that artificial intelligence is not up to the 'everyday' task of driving.
The most interesting thing Tesla is doing to make "acceptable" FSD possible is to open an insurance company.
So commercial acceptance is proxy for capability, but it is not immune to regulatory moat building (or alternatively, go the other way - like, force 80+ year olds to drive enhanced cars).
There's some ways around it, but that problem isn't a technology one.