Those bits should be easy, unless the OEM was tragically stupid. Where you'll get into trouble is when you need replacement computer bits; those are often tricky for mainstream brands, but if your niche brand ECUs all fail around the same time (wouldn't be the first time for a Google product), and the OEM isn't around to make new ones or make it right, off to the junkyard with all of them. If it's just normal failure rates, you can probably scavenge from totaled vehicles at junkyards even after new parts become unobtainium.
OEM style lighting will also probably get hard to find. Ideally a niche maker would lean towards standard parts there, but that's not the fashion of the times.
Well... just look at Tesla. A lot of their parts don't come from the classic supplier-OEM delivery chain model, but Tesla makes as much as they can on their own. It saves them a bunch of money, both when it comes to the profit margin of the supplier, and being at the whims of their supplier, but it is nasty for the customers when there simply is no parts OEM that one could go to when the vehicle manufacturer goes out of business or refuses to support the car any further.
> Where you'll get into trouble is when you need replacement computer bits
Oh hell yes. New EU law is particularly to blame here. OBD diagnosis always was nasty enough, you virtually always need to buy expensive diagnosis software and hardware (e.g. Mercedes XENTRY, VW ODIS, BMW ICOM)... but the newest requirements enforce live digital signatures and anti-tamper checks. Nasty as hell. And the buses itself... it's no longer just one CAN bus doing everything, not since the Kia Boys, it's multiple buses of different speeds, some using encryption on the wire, all making diagnosis, troubleshoots and repairs much more difficult than it used to be.
And that is before getting into the replacement parts issue itself that you wrote up.
Tesla did it, and is more valuable than most other car brands added together. They had a novel product: a good EV that was fun to drive. Is that a unique situation? Could a truly autonomous car launch do it?
Your arguments make sense in themselves, but maybe underestimate the revolutionary value that a level 4 car would provide.
Half of Tesla's value is hopium, the rest of it is pure trust in that the current government will continue propping Elon up (even if he personally ran afoul of the Dear Leader). A lot of the promises Elon made, particularly when it comes to FSD, had to be tracked back and I don't see them ever coming to fruition - at least not for the cars that don't have LIDAR hardware.