It's a horrible comparison. Why do people keep making it? This isn't Lyft vs Uber. A better comparison to Tesla FSD would be blue cruise, super cruise, drive pilot, god's eye, and every other consumer level 2 ADAS.
"So who do we think is close to Tesla with -- a general solution for self-driving? And we still don't even know really who would even be a distant second. So yes, it really seems like we're -- I mean, right now, I don't think you could see a second place with a telescope, at least we can't." [1]
That is a literal, direct, backward-looking statement about current capabilities comparing it to all existing systems. A backward-looking statement that is clearly and objectively false given their present day inability to safely deploy driverless vehicles which Waymo already achieved in 2022, let alone quantitative disengagement metrics demonstrating a level of capability between 10-100x worse than Waymo contemporaneously in 2022 [2] and inferior even to Waymo in 2015 [3]. A false statement made willingly and knowingly in official investor communications to maintain their stock price.
[1] https://www.fool.com/earnings/call-transcripts/2023/01/26/te...
[2] https://thelastdriverlicenseholder.com/2023/02/17/2022-disen...
[3] https://thelastdriverlicenseholder.com/2018/02/01/disengagem...
Everything doesn't have to be about Elon. Imagine you replaced him in 2015, but still approached autonomy through mass market level 2. How would you compare them? I think you might add just a few caveats about the constraints and environments they operate in.