Also likely selling access to the ml model and/or training data. Openpilot is accruing many trips/miles for their dataset, the model and data isn't open-source.

That appears to be where the gold is stashed to my eyes.

If the software is open source and works very well, comma will still have a long lead in developing a great self driving model for which the bricks are miles driven down the road in normal commutes and trips by real drivers in real world conditions.