But this hasn't applied for self-driving cars, there has been huge amounts of money poured into it and very smart people working on the problem and yet the results have not really been up to the level.
Hardware products have a much harder time becoming more popular. They are often restricted to a few countries and require significant investment from customers, whereas software can be distributed overnight to a hundred different countries at once.
Hence, the economics of both are vastly different. It is much harder to reach the viral inflection point with hardware than software, even with great products.