Waymo is far ahead of Tesla on autonomous vehicle technology. Not only is Waymo enabling passenger vehicles, but they're also leading the autonomous semi-truck game.My guess is the advances in FSD have made Elon think about switching strategies from being just a car manufacturer to a company that provides autonomous transport as their core business. If he has cracked it then all the other things they currently do would be a waste of Tesla's time.
Waymo technology is fully autonomous - no human driver is required behind the wheel.
In contrast, Tesla technology is classed as driver-assist - it requires a human driver behind the wheel.
https://waymo.com/