Tesla is still learning to follow traffic rules under optimal conditions. The reliability march hasn't even begun for Tesla. Waymo (and many others) drove at current FSDb-levels 6-7 years ago.It's the rate of advancement, the absolutely most critical point, that you left out.
6 months ago, FSDb drove like a 6 yo. Now, arguably a 16 yo after a few lesions. It's the rate of advancement that is crucial, and as the training of the neural nets advances, that will accelerate at a far greater pace than other solutions can keep up with.
Even Musk has said each order of magnitude is exponentially harder to achieve. It took Tesla two years from getting from 30% to 90%. Now they need to get to at least 99.9999%. Do the math, it will take a lot more than 2 years.