IMO, there is very little chance that Tesla will be first at full autonomy. Not that they can't eventually do it, just that they won't be first.
Why? Because Tesla is still doing perception and has apparently barely even started on planning. They recently released a beta traffic light response feature that requires driver confirmation and have yet to even release any basic "turning at intersections" feature.
On the other hand, companies like Cruise have advanced perception and advanced planning and have been testing L4 cars for years. And they have L4 cars that handle difficult driving scenarios like busy San Francisco driving in tight city streets for hours and hours with no driver intervention. Cruise is just waiting to increase safety to a certain x times better than humans and they will have full autonomy done.
For Tesla to be first, they would have to finish perception, do all the planning and validate it in every case, that it is so good that the driver never has to pay attention, not even in difficult city driving cases, and all in like the next 1-2 years. And Cruise would have to stumble and not be able to reach the needed safety in that time. That is unlikely.
By the way, in April, Cruise announced that they are the first autonomous car company to be 100% EV and their fleet in SF is 100% powered from renewable energy.
You can read more about it here:
Cruise Becomes First Self-Driving Company to Power Vehicles With 100% Renewable Energy