Why should anyone at Tesla listen to George Hotz? He doesn't have any incentive to care whether Tesla turns a profit or not. On the contrary, it is in his best interest to advance self-driving as a feature and as a standalone technology. That kind of hardware ubiquity may not be good for Tesla.

In three years, the market will be replete with mainstream EVs from the bigger (by # of cars sold) automakers. When that happens, Tesla will compete on more than powertrain technology alone, in its fight to maintain market share. If the big automakers install the same self-driving technology that Tesla has spent years developing, then what separates Tesla from any other EV? The big automakers are going to have better fit and finish; that's what they have been producing en masse for decades. Moreover, the big automakers have a broad and effective sales and distribution network.