What this really reflects is that Tesla has painted itself into a corner. They've shipped vehicles with a weak sensor suite that's claimed to be sufficient to support self-driving, leaving the software for later. Tesla, unlike everybody else who's serious, doesn't have a LIDAR. Now, it's "later", their software demos are about where Google was in 2010, and Tesla has a big problem. This is a really hard problem to do…
I know it's popular to bash on Tesla's current challenges with their Autopilot software, but I think it's a bit unfair to expect them to be back in front of the pack just yet. They had their big breakup with MobilEye in, what, September last year? Nine months is pretty quick to go from total reliance on a vendor package to a reasonably functional fully in-house system.
As far as I know they've never been in the front of the pack.