Where do you rank Waymo on this evolutionary scale?
I've ridden Waymo, and FSD drives me around in my own car everyday, so I have experience with both. Each system can do things that the other system cannot.
Waymo requires hi-def mapping of its geo-fenced zone, Tesla can drive anywhere that it can identify a road, and often without identifying a road. Neither lane markings, nor map date, are required.
Tesla requires a driver in the driver's seat who pays attention and can intervene, Waymo doesn't have any in-car safety driver but does periodically require help from their monitoring center, or remote road service crews, to get un-stuck.
You can buy a Tesla that is hardware-capable of FSD for as little as $36,990 (Model 3 Standard). Waymos are not available for purchase but the estimated cost of car plus hardware is $150,000-$200,000. Tesla's FSD features are available for $99/mo or a one-time fee of $8,000, which is frequently transferrable when a new Tesla is purchased. Waymo's software cannot be purchased.
When "races" have been staged between an FSD car and a Waymo on the same route, the Tesla has won by several minutes on each one I've seen. The Tesla seems to take faster routings and it has more access to freeways than Waymo, which just now is in the testing phase for freeways.
Tesla is a smoother driver than Waymo, likely due to compute power.
Both systems are affected by heavy rain and both ride-hailing services will pause service when it is encountered. A non-Robotaxi Tesla will degrade and alert the driver to takeover.
Waymo is better at finding pickup/dropoff spots than Tesla's widely released v13.2.9 is at finding parking. Tesla's 14.1.4, in early access testing now, has improved significantly upon v13. I haven't seen enough of the Robotaxi's performance with pickup/dropoff spots to fairly compare. It was spotty at first, but has been improving. Tesla has not revealed what version of FSD is running on the Robotaxis.
Tesla has the advantage when it comes to scaling. Their Robotaxi-capable car is significantly cheaper to produce, can currently produce over 2 Million (Model Y) per year, and will start production of the even cheaper Cybercab next year. They also have the advantage when it comes to data with about 6 Billion miles driven by FSD while Waymo is a bit over 100 Million.
Each company took different approaches to autonomy with different goals. Waymo uses multiple types of sensors with a modular software architecture while Tesla uses a single sensor type and end-to-end neural net learning. Tesla has said that multiple sensor types hinders a timely driving solution due to the need to evaluate conflicting data. This creates indecision as the compute processes multiple inputs, limits the max driving speed (freeways) at which the compute can keep up, and a less-smooth ride. Tesla's recent focus has been on optimizing the software for faster process so that more relevant parameters can be processed in real time and improving the computer (HW3 > AI4 > the upcoming AI5 computers). Musk has talked quite a bit about these last points for those whose computer architecture knowledge exceeds mine.