I think you should go look at journalist reviews and impressions of the R2 if you still doubt them. Rivian is also a proven brand, and they also have a self-driving product. And while it isn’t as good as Tesla’s, most customers are pretty happy with basic highway self-driving/adaptive cruise control, as that’s the most fatiguing form of driving.

Only about 12% of Tesla owners have the FSD subscription or purchase according to articles I’ve found on the subject.

This lines up well with Gallup polling that states that less than 20% of Americans even have a desire to own a driverless car in the future: https://news.gallup.com/poll/708683/americans-driverless-car...

Being the cheapest game in town isn’t always the path to success. The RAV4 is at least $5k more in street price than an equivalently specced out Mitsubishi Outlander and Toyota sells a whole lot more RAV4s than Mitsubishis.

In my opinion, the base trim Model Y is probably not being purchased by a lot of non-fleet-style customers. I think that model is a price anchor like a 256GB MacBook Air. Your Uber driver will buy one but someone buying a new car paying the EV price premium rather than a used car really doesn’t want a stripped down experience.