Talk to anyone with research experience who are building world scale ML systems that are used by real people, and it's unambiguous that Elon Musk is a con man.
It comes down to small details, like the nature of the training data, the nature of the customizations, the nature of the business problems, the nature of the regulatory problems, the difference between highway driving and city driving. The enormous amount of special casing, the nature of the QA infrastructure, the capital on hand, the routing and mapping problems...
What Tesla has is a decent lane finding system. What Google has is an end to end system. It won't take them long to expand to all the major cities; solving the geofencing problem is easy, they already made street view.
And they were doing L4 successfully years ago. They're keeping drivers in the cars right now mostly because something going wrong is a PR risk, not because they need them. And L5 isn't a particularly important goal.
My guess is I'd have to write up 20 pages of detailed analysis at minimum to convince folks. In general if you don't have 5 to 10 years in depth experience in this space, you probably shouldn't consider qualified to have an opinion.