I'm not entirely sure what the OP meant, though if you asked me "list the top AI companies" as a reflex I'd probably mention Google and Facebook first without any prior evidence. I think it's kind of hard to really compare. Could Tesla AI engineers do the AI work of Facebook? Probably not, and vice-versa. Tesla's AI goals seem to be even more specialized than most other companies (which is ok and not a negative thing). Are we comparing "solve any general AI problem" or "best at solving their specific problem"? No idea.
And Does it make sense to separate Waymo and DeepMind out from Google since that's the owner? Idk. Just a thought.
But even if they weren't exactly #2, they're probably inarguably top 5 right? That's still pretty amazing. And that's without really considering international companies. I have no idea what the AI capabilities of Chinese tech companies are, for example.