This is good insight. I does make me wonder if Tesla actually has a chance. Their software doesn't seem all that great. The UX in a Tesla got objectively worse on Christmas day, 2021 when they released a big change and gave us fart noises instead of a good UX. It now takes several more touches to do common tasks than it did December 24th, 2021.

For some inexplicable reason they have a web browser in the car. Every time I've tried it it crashes the Tesla's computer. Even viewing the Tesla manual reliably crashes the Tesla's computer.

If Apple really is working on a car, and if cars really are now just computers with wheels, then it's not at all clear that Tesla has the software skills to keep up with Apple (or whatever company actually has the skills).