It makes me wonder, though, if Google is currently at a disadvantage because their fleet of self driving cars is teeny compared to what Tesla has and will soon have. That is, Tesla has tens of thousands of cars with Auto Pilot sensors on the road, and (afaik) they have access to all of that real-world data to train their algorithms.
A big advantage I see in Tesla's strategy is that all of their cars are now shipping with full self-driving hardware. Even if that hardware isn't actually used to control the car, Tesla will have an order of magnitude more real-world data than anyone else.
But can they actually send all that data back to their data centers? If they are really capturing that much data, they would need to send it back using consumer home internet connections which doesn't seem realistic. I don't think the fleet size is as large an advantage if you can't actually get 100% of the sensor data.
A big advantage I see in Tesla's strategy is that all of their cars are now shipping with full self-driving hardware. Even if that hardware isn't actually used to control the car, Tesla will have an order of magnitude more real-world data than anyone else.