Yes absolutely saying Tesla who gets camera data from it's a half million car doesn't give it an advantage is crazy. That not even including the fact it's the only company who can do its strategy. Google would need to get constant data and GM and legacy automakers would need sensor suites on all it's cars yesterday.
No one knows if Tesla strategy will work because they don't have the data collection in place.
Based on their talk today and Andrew previous talk where he shows explicitly tools that do just that download data constantly is exactly what they do. https://vimeo.com/274274744
I mean saying a phone can upload videos to youtube but a can can't to tesla is a weird ledge to stand on. Even their windshield wipers work based on sending video data to tesla to be learned on.