Businesses make rational decisions.
1. Is the system in licensing safe?
2. Is the software I’m licensing customizable? Do I get data? Will I know failure modes? Can I fix problems quickly?
3. Is the partner in working with a good partner?
$Tesla Motors(TSLA)$ fails on all 3.
Just to be clear, $NVIDIA(NVDA)$ making it easier to create autonomous vehicles and robots isn't bullish for TSLA. It's the opposite.
When these technologies reach a point of "good enough" there's no differentiation.
Tesla becomes...an auto company. And it's losing market share.
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