Hi
A few observations:
1. Tesla is not offering Level 4 autonomy driving on its vehicles today, despite claiming its hardware and software is capable when turned on. Today their cars do offer Enhanced Autopilot and say: "Tesla’s Enhanced Autopilot software has begun rolling out and features will continue to be introduced as validation is completed, subject to regulatory approval." Therefore the Tesla driver always need to be vigilant when he or she operates in Enhanced Autopilot mode. The well-documented accident of a Tesla driver in the US last year, though not the fault of Tesla, provides a cautionary tale. Therefore, what Tesla offers today is not Level 4 autonomous driving.
2. Waymo has turned it on. The human "driver" is not asked to intervene. Waymo's 4 million miles in self drive mode has involved no driver intervention. Today they are providing Level 4 autonomous driving in a defined area.
3. Waymo states they place safety above all other factors. Unlike Tesla, the latest self driving vehicles "driven" by Waymo in Chandler, Arizona has no driver in the front seat. At the moment, the test driver sits in the rear of the car and not in the front seat. While the service is offered only to Waymo employees currently, it is expected soon to be offered as a ride hailing service in Chandler to the public. When Waymo is satisfied and has mapped the entire area of Phoenix (larger area than Greater London), they expect soon to expand their operating area. In time, there will be no driver in a Waymo vehicle.
4. It is not a "cop out" to carefully map in 3D a self driving area before offering a service to the public. If you place safety first, that must be done. Google is the pre-eminent provider of mapping, and the combo of Google Maps and Waze will prove very useful when the self driving ride hailing service expands.
5. I expect that ride hailing will be a very automotive intensive application. Currently the average vehicle is in use less than 5% of the time, sitting idle 95% of the time. A self driving vehicle with LIDAR will be used intensively, perhaps 50-60% of the time, with the balance used for battery recharging and any downtime. Therefore as a highly productive asset, the LIDAR equipped ride hailing vehicle will pay for itself quickly.