FYI - because Chamath and Sacks haven't heard of Waymo operating robo taxis before (which is mind-blowing that they didn't know that considering a good portion of their job is an alternative take on the news) does not mean the rest of the world doesn't.
Tesla is indeed way ahead on self-driving.
In terms of Chinese EVs - that will certainly bring in a lot more competition but they aren't the same class of vehicles. It's like comparing fiat 500 and an audi a6.