I'm happy for Waymo and hope they continue to expand. I do expect Tesla to still win out on "robotaxis" in the nearish term, e.g. I expect them to have given way way more rides than Waymo by say 2030
I'm betting on Waymo, too, but Tesla has chutzpah in a way Google and GM do not. That might permit them to take more risks (and incur more costs on the public) earlier.
In the end, avoiding a monopoly is always good.
That's a prediction, one that I hope comes true. However, I have to be realistic and given the track record I am not too hopeful.