I can't disagree with your take. Eventually (hopefully) there will be someone that doesn't sell out. Achieving Level 4/5 in corn/maize fields will be easier than Level 4/5 FSD in cars. My own theory is Deere knows/thinks it can't sell 200-600K tractors when a smaller, more lightweight unit can do the same so it is actively swallowing up competitors to protect its moat.
Source: Worked on AI in the Ag Industry.