This is my feeling also.
Tesla is absolutely nowhere, but they keep making noise and announcements. And what is amazing is that it works. Most people think Tesla is up there with the other self driving car companies
Also they've been operating in demanding conditions compared to Waymo.
eg NYC rush hour https://twitter.com/DrCamiloOrtiz/status/1114328048915099649
Lane change in heavy traffic https://twitter.com/hamids/status/1120472369762590722
while when reporters "Followed a Waymo Self-driving Car for Miles' the Waymos seemed to have some issues https://www.youtube.com/watch?v=spw176TZ7-8
This is the point that Waymo reached in 2012 if I remember correctly.