Multiple manufacturers seem to be circling on the same advancements and leaps, they all seem to be working with each other to get regulations in place for them to deploy their cars.
I do believe we are about to see AV's version of "making reusable boosters being reused boring" moments with AVs where suddenly multiple companies are doing what others thought impossible years before. Even the much demeaned Tesla FSD is shockingly human-like and reliable on v13.
The issue that Waymo specifically is going to have is scalability. Unlike other brands who have AV, Waymo doesn't have manufacturing capabilities in-house currently nor logistic or a generalizable model. I think Waymo is definitely ahead of the pack but time will tell if the brands who went slower will pass them up due to Waymo not having a financial reason to push to financial viability on any timeline shorter than "after Google runs out of money".
If Waymo's plan is to have to map the entire US to be capable of driving in it, that's going to cost a lot of money and take a lot of time vs having cars that can roll out of the factory and drive straight to their assigned city unassisted.