I think the position is then; - Waymo seems to be ahead in some targeted ring fenced areas given active service. - Tesla seems to be more ready for nationwide

I think the position is then; - Waymo seems to be ahead in some targeted ring fenced areas given active service. - Tesla seems to be more ready for nationwide rollout due to already collecting nationwide driver data + cars. The question is which one is more likely to result in a broad scale market first, or other significant market revenue generating position. It seems likely Tesla could roll out taxis to a ringfenced area in Phoenix (or similar ideal area) relatively easily. While Waymo is a long way from offering a nationwide service compared to Tesla. This in my mind puts Tesla ahead but there probably a bunch of other factors known and unknown too.