“The trend I’ve seen from Waymo over the last four or five years is building not just the technologies, but building the other aspects of the business that are going to be needed in order to have it be a successful business,” Sam Abuelsamid, Guidehouse principal research analyst, told Automotive News.

On the flip side, “There are certainly areas where Tesla has actually improved, things like the staying power score, which is the financial stability of the company,” he said. “But in terms of their technology, despite the release of the full self-driving data, I don’t really see any evidence that they’ve actually progressed relative to the other companies in this sector.”



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