I would take this with an even bigger grain of salt since Worm Capital who did the visit has Tesla as their biggest stock holding. And surely your judgement must be clouded if you think Tesla has the best in class self driving technology.
They have the best in class self driving technology that's actually in production. Until I can actually sit in one of Waymo's cars, it doesn't mean much.
(1) Navigant ranked them dead last compared to their competitors earlier this year.
(2) They don't believe in LIDAR which almost everyone else is using to supplement the camera/radar based sensors. I trust the combination of Apple, Waymo, Baidu, GM etc to pick the best self driving architecture.
It is talking about what Tesla is creating not what they have today.
> We believe Tesla is creating a best-in-class self-driving technology.
What are they basing that belief on?
> According to Tesla, the company believes it can gather 1 billion miles of data per year from current drivers.
Good training data is necessary but having a lot of training data alone is not a guarantee for success.
I believe a lot in Elon Musk and Tesla but I would like to hear a good argument from Worm Capital about why they think Tesla will have the best-in-class self-driving technology.