I'm curious about whether self driving is still an impossible task right now, or if it's just a matter of quality between companies - in which case it's possibly a fair bet being made by Telsa execs that they'll bridge the gap given time and money.
More generally, Waymo’s approach is to own the hardware and heavily supervise it with remote workers who can instruct it how to deal with complicated situations (eg lane blocked by emergency vehicle.) Tesla has none of that infrastructure yet. It’s sort of hard for me to see a business model where (1) the user owns the hardware, (2) there are necessary remote human beings monitoring and advising the car in sticky situations (that costs money), and (3) a third party company takes on the liability risk. The idea that you’re going to “rent out” your personal car during the day runs into the question of who pays when someone gets killed/hurt, and that immediately runs into the question of how a remote operator deals with the problem of malfunctioning hardware it doesn’t own (and why it needs to borrow other folks’ personal hardware at all.)
I drove in a Tesla with FSD 12.4 3 times and it was perfect.
it doesn’t mean anything.
The other factor is the trajectory of each endeavour. Waymo are gradually adding more cities, and Tesla FSD is gradually getting more reliable.
Both of them are going to be perfectly fine self-driving systems at some point in the future. It's an open question as to when Waymo will be able to scale up substantially, and when Tesla FSD will be reliable enough to operate as a robotaxi service.
You can see lots of videos of both on YouTube to gauge where they're up to. If you find accounts that are focused on each, you can search by oldest videos to see the progress that's been made and extrapolate from there.