Waymos drive in limited geofenced zones. FSD exists but needs driver supervision. Both are incomplete and it is unknown who will be the winner.
Geofencing sounds like a good idea to me. It's a mean to roll things out carefully, while minimizing risk of death. If actual FSD/Robotaxi is ever released, I suspect that they'll need to geofence, too, for a while.
Whilst it is unknown who will be the winner, or even valid competitors, we can predict with high confidence that Tesla has a massive challenge to reach where Waymo is today.