My takeaway from the presentation is that Tesla will perform better than other companies in this space (although I don't know enough about Waymo to comment) due to the following:
-You want a large dataset (Tesla and many companies have this and can simulate) -You want a varied/diverse dataset (Tesla and many companies have this and can simulate)--the point here is simulations for simple cases work (you can only simulate when you know), but for complex ones are close to the difficulty of actual FSD -You want a real dataset (Tesla is the only company who can say this and can say they have data on how X00Ks of drivers will handle these situations)