Waymo has superior performance based on their historical statistics. It makes sense, since their lidar sensors capture more of the environment, and directly in 3D. Their AI also seems better QA’ed.
The Tesla AI Day[0] surprised me as it showed they only had a simple architecture for a very long time, simply feeding barely processed camera pixels to a DNN and hoping for the best with little more than supervised learning off human feeds. Their big claim to glory was that they rearchitectured it to produce a 2D map of the environment… which I thought they had years ago, and is still a far cry from the 3D modeling that is needed.
After all, sure, we humans only take two video feeds as input… But we can appreciate from it the position, intent, and trajectory of a wealth of elements around us, with reasonable probability estimates for multiple possibilities, sometimes pertaining to things that are invisible, such as kids crossing from nowhere when near a school.
Cruise also seems to have better tech; they had a barely-watched 2h30 description of their systems[1] which shows they do create a richer environment, evaluate the routing of many objects, and train their systems on a very realistic simulation, not just supervised training, which means it can learn from very low-probability events. They have a whole segment on including the probability that unseen cars may travel from perpendicular roads; Tesla’s creeping hit-or-miss are well-documented on Youtube.
[0]: https://www.youtube.com/watch?v=j0z4FweCy4M
[1]: https://www.youtube.com/watch?v=uJWN0K26NxQ