$Tesla Motors(TSLA)$ I test-drove Xpeng's new VLA 2.0 autonomous driving system, navigating through one of the most aggressive driving environments for 40 minutes without a single intervention. This is a major development. Tesla has been the clear leader in advanced driver-assist systems for consumer cars, but Xpeng's latest update shows that lead is shrinking fast—and in some ways, it's already gone. — Electrek
The key lies with Waymo: although the press shows bias against $Tesla Motors(TSLA)$ , they cannot stray too far from Waymo's crash benchmarks. In essence, so long as $Tesla Motors(TSLA)$ remains around or below Waymo's crash statistics, I believe they will be fine as they can reference them. Should $Tesla Motors(TSLA)$ be involved in significantly more or more serious crashes than Waymo, it will become quite difficult – but at least that indicates we have a defined margin for error.