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.

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.