I’m not so sure. I think Tesla is so tied up in Musk’s personality that Tesla and Waymo aren’t in the same field, likewise with Optimus. Tesla isn’t self-driving, it is Tesla. Especially now that many mainstream vehicles ship with various levels of self-driving, a lot of people have a lot of exposure to it. Tesla has the best brand recognition but they no longer define the product. Tesla is Tesla, Waymo is self-driving.

Most people are able to be more nuanced than your typical hn zealot. They strongly dislike Musk, but are begrudgingly able to give credit where credit is due wrt Tesla, SpaceX, etc.