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> Tesla has yet to demonstrate autonomous driving capability

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.

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I would love it if there was a working autonomous vehicle outside of Waymo. Google's monopoly in search engines has stifled innovation in that space for long enough. The problem is that Tesla just hasn't demonstrated they are capable of doing it. My bet is that achieving autonomous driving with only RGB vision + sensors that are not LIDAR is just too hard.

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