While Waymo is spending $$$ gathering driving data, Tesla has 100s of 1000s of cars doing it, for free. In terms of sheer data, in this race, Tesla wins. Now whether Tesla can actually use the firehose of data and actually train models that use it productively, remains to be seen. With the departure of Karpathy, I am not so sure.
If Tesla gave all the data to Waymo, Waymo would reach L5 in no time.