At the rate things are going right now, Waymo will win when Tesla throws in the towel on developing in-house and licenses Waymo's tech in order to finally deliver on full self-driving.
Tesla already sold self driving for years - waymo uses way more sensors than a camera from what I can tell - not only would that bump unit cost they would probably have to upgrade previous customers due to their marketing.
> not only would that bump unit cost they would probably have to upgrade previous customers due to their marketing.
Only if they don't change they name. They can call it an upgraded RealDrive™ QuantumSense™ feature that no longer requires having your hands on the wheel.
That highly depends on the lidar system. All players are working a lot on minaturizing LIDAR systems and they fundamentally don't have to be as big as the waymo systems.
