I think Tesla would still be a different beast given how much 1) they are constantly touted for having the best software on the market and 2) being frequently promoted as being „basically ready for self driving, its just a regulatory issue“.

Companies like VW have had their somewhat embarassing issues in the not so distant past, but nobody I know likes (or valuates their stocks) based on their software capabilities

Owning a Tesla myself, I think the mention is valid since it's the only brand I know of with a decent share of people regularly letting the car drive itself. I am not aware of any other brand being in that same situation

Waymo :P

Just look at total number of Tesla's on the road and you have your answer as to why that would be a lot less bad

sure, but its another brand where people regularly let the cars drive themself