That is all what we hope for, but this optimism that Tesla will beat everyone is starting to see unfounded.
I don't see it that way.
Currently, Tesla is "live" while everyone else is in "demo" mode.
It is easy to have a car drive around itself. The tech is there. Nvidia has cars doing it. Waymo, others. A demo car driving around with AI, no biggie at this point. Demo land is very very easy.
Now the hard part is getting this tech "live", out in the wild, released, with actual customers, in real cars. That's a whole other thing.
Why is Tesla taking so long with some of these features? It's simple: when live, you can't just push things out. Tesla has a very careful path they need to follow to add these features into the car. It is not surprising they are taking it carefully, one step at a time. I can guarantee you there are self driving demo teslas right now, but no, they are not just going to release those demo, but will pick and choose features that are rock solid ready to go out into the wild.
So will Waymo, with tech, but no cars, be able to catch up? Will they do a deal with car companies and slap together something?
With other car companies figure out how to make electric cars? Will they be able to change their culture? Will they cling to the dealer model which just sucks for consumers? Will they have to 3rd party everything making it hard to make a profit and nothing really works that well together?
My gut take is, maybe, but don't bet on it.
There is just such a huge value to Tesla actually doing it now. Electric cars, supercharger network, self driving AI, no dealers, manufacturing, delivery, service... it is pretty amazing where they are at right now. And it's all live. No demo. Live.
And the other guys? It will be some time, a long time, before they are even close to what Tesla has put together.
And by the time they get to where Tesla is right now, Tesla will be way beyond it.
Look at it this way. Tesla was first in 2012. It was fair to say "They're just first" then.
It's 2017. They are no longer "just first" They are at another level, and accelerating.