Tesla does not use Lidar as a cost savings measure, and only uses camera output to determine how the car drives. It is unknown if this is enough to account for enough permutations of traffic, but they're calling it full self driving while using car owners as paying (!) beta testers.
AFAIK, no one is close to releasing an autonomous vehicle that can drive on par or better than an average human driver, but that several have a path to getting there.
I believe many companies can thrive until M&A whittles down that list. I don't think this is a first mover takes all kinda deal because safety will have to be proven over a long time allowing other entrants to prove their worth.