I watch Tesla fairly closely from both the bull and bear sides. In short, I don't believe Tesla is anywhere close to Waymo. They won't achieve FSD in 2020.

It's important to see this event in the context of their significant demand and cash problems. Even enthusiastic Tesla investors like Galileo Russell suggested that Tesla is in a cash crunch and should raise money. Which hints at the main mystery about Tesla, why haven't they raised money yet?

Take a moment and think about why are they doing this event now. Elon is setting a stage for a capital raise, he's pitching the autonomy narrative after the Model 3 cash cow narrative failed. They're trying to convince investors (and customers) to give them money because money-printing autonomous taxi service is coming next year.

Also, think about why basically everyone except Tesla uses Lidars. Is it because they're stupid or because Tesla cannot use Lidars even if they wanted to?

P.S.: Nvidia issued a statement saying that Tesla's claims about their chip are incorrect: https://www.marketwatch.com/story/nvidia-says-tesla-inaccura...

Edit: In 2012, Waymo reached the milestone of handling 8 100-mile routes, specifically chosen to capture the full complexity of driving. I doubt Tesla is currently at that level. Source: https://events.technologyreview.com/video/watch/dmitri-dolgo...