They're ahead of other players because they have:
1. Hundreds of thousands of cars on the streets with FSD hardware
2. More data than anyone else
3. Their own neural network accelerator chip.
I’d like to remind you as well that Google, aka waymo, had their nn accelerators for half a decade already.
> I’d like to remind you as well that Google, aka Waymo, had their nn accelerators for half a decade already.
That's true, but you need something mobile and low power for a car. I don't know if Waymo really has an equivalent there.
Also, it's an advantage for Tesla to have their own regardless, because of cost. Tesla can probably make their FSD computer for $200. If you are a third party and you want to buy Waymo's solution, they will sell it to you for thousands.