Tesla is not competition to Waymo.

There are 10 other companies that are currently testing without a driver. Those are competition.

Tesla so far is a gimmick of self-driving with a safety driver that takes over once in a while. That's where Waymo was more than 5 years ago.

The recent version of FSD in my Tesla is pretty amazing. Press "Start FSD" when in my driveway, and 20 minutes later it arrives at my destination and parks, without any input from me the entire time. I was skeptical too about FSD for a while but I'm starting to believe. These days I pretty much only disengage it when I'm impatient that it's being too polite. Unsupervised isn't far off!