My point is that if they make something novel, which is a very good driver assist system for general use, it's fine to compare it with previous versions of itself, since they might be market leaders there. But since Musk says they are trying to compete with the robotaxi companies, now every positive achievement will be compared to their competition, not themselves.

I'm not saying Tesla is not getting better, or even how good it is, I'm just saying Musk just massively raised the bar on expectations, and not even in a way that would get their stock up substantially.