Exactly. There are several dozen companies that could achieve #1 (most major tech companies, soon to include midsize) and a few that can do #2 (mostly car companies). Tesla has both, which may be almost unique outside of perhaps Amazon (their acquired robotics tech is highly advanced, but not nearly to Tesla's scale).

This won't be fast, but if they have the will to do it the tech may be doable in 4-6 years. If it starts to take off, expect to see collabs between Microsoft and Ford or Google, Boston Dynamics, and GM to build similar.