I agree with most of what he says, but I would put Tesla at the top of the list by a fair degree.
> In 2016, Waymo logged more than 635,000 miles while testing its autonomous vehicles on California’s public roads compared to just over 20,000 for all its competitors combined.
https://www.forbes.com/sites/chunkamui/2017/02/08/waymo-is-c...
> Tesla’s sensor suite has so far been much lighter than Google’s, but that is now changing with the second generation sensor suite making its way to customers now. As of the end of October 2016, Google had accumulated about 3.5 million miles of data (2.2 million autonomous and 1.3 million manual miles) and it is adding about 25,000 miles per week with a fleet of just over 50 prototypes.
> On the other hand, Tesla is now adding millions of miles every day from its first gen Autopilot. The second generation, which aims to be fully self-driving like Google’s, should catch up with the first generation in term of data gathering during the second half of 2017, but with a much greater scope of information with now 360-degree camera coverage powered by ‘Tesla Vision’, as well as better ultrasonics and Tesla’s new radar technology.
https://electrek.co/2016/11/13/tesla-autopilot-billion-miles...
It feels to me like Waymo is trying to go from standard cars all the way to level 4 in one leap, but with a tiny number of test vehicles and locations. Tesla is going at it piecemeal instead, but are increasing their data they collect and the capabilities of each generation exponentially; and as their customer base grows, their data collection grows in scope and usefulness well beyond what Waymo can deploy out of pocket.