Interesting that we compare Tesla to Apple. We don't know who they (Tesla) are because the normal thinking is that they are a car company.

I would consider them in competition with Uber/Waymo/etc moreso than in competition with Ford. There auto summons is something I've not seen in any other car. The ability to detect street signs, cones, people, bikes, etc via visualizations is impressive considering they are using just cameras.

They are a technology compnany, and there platform is a car not your phone.