As someone who works at one of the "actual AV companies", there are just as many examples of FSD making mistakes that show Tesla's approach is broken in unacceptable ways, so assuming it will get in an accident is very fair.
What laypeople don't seem to get is that AV mistakes don't follow the same "scale of alarm" as human mistakes.
Tesla is making mistakes that, for a human, might not be world ending, but for an AV make absolutely no sense.
Things like recognizing it needs to make a turn and making no attempt at all to slow down: https://www.youtube.com/watch?v=6wGAyAN3iRo
Or recognizing a vehicle is in its path and not even trying to slow down: https://youtu.be/6wGAyAN3iRo?t=21
Or recognizing a stop sign and ignoring it to follow the car in front: https://youtu.be/21ShKWLAnWA?t=548
Classification issues in AVs are supposed to be the achilles heel, but Tesla is still running into situations where perception works correctly and the AV just completely ignores ground rules that any serious AV must be built around.
> Was the 15th Avenue incident resolved by human intervention or an improvement to the stack? To what extent is their vision and planning stacks capable of universality or over-fitted to regional specifics? No objective analysis is possible, so no comparison is possible.
It doesn't matter when the product you're comparing it to ignores stop signs. Tesla's FSD approach is the definition of the local maxima problem for AVs. It makes progress on the axis that impresses lay people by sacrificing progress on the axes that matter to the long term success of an AV. Geofencing and arbitrary sensor limitations are just the tip of that iceberg...