Did you see the presentation from Karpathy? Tesla goes for a general vision only end-to-end deep AI model that could in theory get rolled out everywhere on earth with enough training and a good approach for fast edge-case solving, which they showed how this can be accomplished. All the other players try to solve this with lidar and cars that cost around 500k to build and they have pretty much 0 data except for the maps they generate themselves. This approach will never solve L5. Tesla may need another 10 years, but they are so far out of reach of the other players that you cant even call them competition at this point.