Let's say it is an opinion.

But Tesla has been promising full self-driving "next year" for quite a long time now, and it seems they are stuck at the "95% there" stage basically forever.

Tesla will crack it, I expect, just much later than Waymo. But Waymo cant optimise their own robots. I expect the cost and knowledge curve to rapidly go agaisnt Waymo eventually. Being able to build the robotaxis at scale is a huge advantage. Im no fan of Musk.