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I'm not so sure about the battery tech. A couple of studies have shown that Tesla batteries perform no better than other ones in use, like the ones in Prius etc. And Tesla aren't the only company that recycle their batteries. Lead acid, Nimh, Li-ion, are all routinely recycled simply because the component materials are valuable and recoverable.
Sure, Tesla self driving tech might be good but once again, they're not the only company doing it. They aren't even the company who has been doing it the longest.
Stonehedge
The last Tesla interviewee I listened to said they see themselves as a battery company that makes cars. Make of that what you will. The self driving data might also be useful.
In the main I agree with you, but I do think their development of the technology around electric vehicles may produce important developments.