This is a weirdly tired counterpoint that Elon and Elonstans like to bandy about as if it's an apples to apples comparison. Humans have a weirdly ultra-high-dynamic-range binocular vision system mounted on an advanced ptz/swivel gimbal that allows for a great degree of freedom of movement, parallax effects, and a complex heuristic system for analyzing vision data.
The Tesla FSD system has... well, sure, a few more cameras, but they're low resolution, and in inconveniently fixed locations.
My alley has an occlusion at the corner where it connects to the main road: a very tall, very ample bush that basically makes it impossible to authoritatively check oncoming traffic to my left. I, a human, can determine that if I see the light flicker even slightly as it filters through the bushes, that the path is not clear: a car is likely causing that very slight change in light. My Tesla has no clue at all that that's happening. And worse, the perpendicular camera responsible for checking cross-traffic is mounted _behind my head_ on the b-pillar, in a fixed location that means that without nosing my car _into_ the travel lane, there is literally no way for it to be sure the path is clear.
This edge case is navigated near-perfectly by Waymo, since its roof-mounted lidar can see above and beyond the bush and determine that the path is clear. And to hit back on the "Tesla is making cheaper cars that can drive autonomously anywhere in the world": I mean, they still aren't? Not authoritatively. Not authoritatively enough that they aren't seeing all sorts of interventions in the few "driverless" trials they're doing in Austin. Not authoritatively enough when I have my Tesla FSD to glory. It works well enough on the fat part of the bell curve, but those edges will get you, and a vision only system means that it is extremely brittle in certain conditions and with certain failure modes, that a lidar/radar backup help _enhance_.
Moreover, Waymo has brought lidar development in-house, they're working to dramatically reduce their vehicle platform cost by reducing some redundant sensors, and they can now simulate a ground truth model of an absurd number of edge cases and odd scenarios, as well as simulate different conditions for real-world locations in parallel with their new world modeling systems.
None of which reads to me as "not going well for Waymo." Waymo completes over 450,000 fully autonomous rides per week right now. They're dramatically lowering their own barriers to new cities/geographies/conditions, and they're pushing down the cost per unit substantially. Yeah, it won't get to be as cheap as Tesla owning the entire means of production, but I'm still extremely bullish on Waymo being the frontrunner for autonomous driving for the foreseeable future.
