Comments are really underestimating Tesla FSD in here. As an owner and user of FSD, it's scary how quickly their new Neural Net version is improving. There's a reason Elon and other internal Tesla engineers are so bullish on it, they've seen the data on 12.5 and beyond. Once their 100,000 GPU cluster is complete this year, how many iterations until FSD is comparable to Waymo? One year? Maybe 3 years?
The reason Waymo should be worried is because once FSD hits that "crossing", a flick of a switch at Tesla and 3-8 million robo taxis could hit the market all at once. For comparison, Waymo has around 1,000 cars.
It's cool what Waymo's doing, but as an actual FSD user it's plainly obvious "vision only" will work, which does not bode well for all the other car companies + waymo.