Yes, Waymo is the market leader in self-driving technology (unlike Blue Origin). And there's currently no analogue to SpaceX in the self-driving car market. The incredible, complementary leadership duo that Musk and Shotwell present is unparalleled in both markets.
Isn't... Tesla analogous to SpaceX in the self-driving car market?
SpaceX has a working product that is eating its competitors' lunch (from a nothing company to having almost half the launch market within 10 years).
Tesla doesn't have a self-driving product that works, just standard assisted-driving tech that every other car company already sells, plus dangerously overpromising marketing.
Some people paid with their lives for this assumption.
Why do you believe this to be the case?
Their fleet size is way smaller than Tesla.
They're the leader in features for sure, but that's not what market leader means I don't think.