It really doesn't matter who goes cross country with no disengagements with level 4 or 3 or what ever. What matters is that whatever tech accomplishes the goals of level 3 or 4 are is in a package that is appropriate for consumers. If all the lidar's and sensors and computers cost more then a fully loaded P100D then it's an all but pointless milestone. The reason why it's more interesting if Tesla does it is because it means it's just a firmware update away from being in customers hands.
No one is actually gunning for that goal other than Tesla. Its a pointless PR play that ofcourse the fraud Tesla/Elon is trying to use to sway PO.
I contend that waymo and Delhi and all the rest have a very rough road ahead to commercialize all that hardware into a package that is cost effective.
Waymo is trying to run a taxi and isn't at all interested in consumer ownable cars.
If you see a self driving demo car with chunks of hardware sticking out of it, it's not something that is commercially viable, yet.
Delphi cars has no sensors sticking out.
http://www.post-gazette.com/image/2...V-Vehicle-Autonomous-Technology-Las-Vegas.JPG