They are behind Waymo but they are getting there. They started giving fully autonomous drives since last month without safety driver in Austin. Tesla chose a harder camera-only approach but it's more scalable once it works.
Why is it more scalable? LIDAR is cheap now.
Clearly at this point the camera-only thing is the ego of Musk getting in the way of the business, because any rational executive would have slapped a LIDAR there long ago.
...if it works.
Waymo can go camera-only in the future too by training a camera-only model alongside their camera+lidar model.
They'll probably get there faster too because the decisions the camera+lidar model makes can be used to automatically evaluate the camera-only model.