Waymo doesn’t give a shit if their cars are ugly and can cover them in dozens upon dozens of cameras and sensors. They’re not selling them to consumers who care about looks, they are renting them to riders who don’t want to die on the short trip. They also only operate in a small region of the country with limited weather conditions and frequently stop service when weather is bad.
Tesla is run by an idiot who insists that a pair of cameras and a single lidar sensor that they keep deciding to disable can somehow magically always work in all weather and lighting conditions and is selling to consumers who don’t want an ugly car and expect to be able to operate their purchase at all times
Different constraints leads to different levels of success
It’s a recent development. First the LiDAR manufacturer leaked that they sold them to Tesla. Then several teslas had been spotted with LiDAR rigged on to their roofs. Then in a lawsuit an engineer admitted they’re training fsd with LiDAR
https://www.theverge.com/2024/5/7/24151497/tesla-lidar-luminar-elon-musk-sensor-autonomous
https://arstechnica.com/tech-policy/2024/05/tesla-must-face-fraud-suit-for-claiming-its-cars-could-fully-drive-themselves/
https://www.reuters.com/technology/luminar-says-tesla-is-biggest-customer-its-lidar-sensors-2024-05-07/
https://www.cdotrends.com/story/4083/lidar-u-turn-elon-musks-fools-errand-becomes-teslas-secret-weapon