Waymo is absolutely delighting in their luck that Elon is so stubborn that he has kept Tesla from being anywhere close to catching up.
I don't thing it's purely stubbornness. Tesla sold the promise of software only updates resulting in FSD to hundreds of thousands of people. Not all of those people are in the cult of Tesla. I would expect admitting defeat at this point would result in a large class action lawsuit at the very least.
Elon cult members still to this day will tell me that because humans only use vision to drive all a Tesla needs is simple cameras. Meanwhile, I've been driven by Waymo and Tesla FSD and Waymo is by far my pick for safety and comfort. I actually trusted the waymo I was in, while the Tesla I rode in we had 2 _very_ scary incidents at high speeds in a 1 hour drive.
According to Elon, "sensor ambiguity" is a danger to the process [1], and therefore only a single type of sensor is allowed. (Conveniently ignores that there can be ambiguity/disagreement between two instances of the same type of sensor)
The fact that people still trust him on literally anything boggles my mind.
[1] https://x.com/elonmusk/status/1959831831668228450