So... the thing is it's really not. They're behind on schedule, having just launched in public. But FSD has been showing capabilities in regular use (highway navigation, unprotected left turns in traffic, non-geofenced operation areas based solely on road markings) that Waymo hasn't even tried to deploy yet.

It's much more of a competition than I suspect a lot of people realize.

Evidence of this? I own a Tesla (HW4, latest FSD) as well as have taken many Waymo rides, and have found both to react well to unpredictable situations (i.e. a car unexpectedly turning in front of you), far more quickly than I would expect most human drivers to react.

This certainly may have been true of older Teslas with HW3 and older FSD builds (I had one, and yes you couldn't trust it).

Intellectually this doesn't even compute. Waymo is tele-oped in like 5 cities and FSD works in 5 countries. It's not even close.