Waymo has shown they can make robotaxis work, but the big catch so far is that it takes them a long time to open in a new city. They have several phases before they open fully, from what I've seen it seems to be: safety driver no passenger testing, safety drivers with employee passengers, driverless with employee passengers, limited rollout to paid passengers under NDA, wider rollout but with waitlist, and finally getting rid of the waitlist.
This means that hitting even all the major metro areas in just the US is going to take them a long time, let alone the rest of the world (or at least developed world). That does give Tesla some time to potentially catch up, since they don't seem to be bounded by geography in the same way.
Now, that said, I personally don't think Tesla's strategy is workable except maybe the very long term. Doing this with only vision seems like taking something that was already enormously challenging and making it nearly impossible instead. Their slow progress and inability to get their cars to avoid even basic errors frequently, despite near a decade of development now, I think points to this strategy just being bad.