Tesla sells a driver assistance system comparable or a bit better than competing technologies from MobileEye or GM.
Their innovation is branding this ADAS as “self driving” and claiming they will eventually release a software update that makes it more like Waymo’s existing technology. They also have avoided safety features like eye tracking that prevent misuse of the ADAS as if it were a self driving system.
Waymo and Tesla really aren’t facing the same issue because the high-profile Tesla crashes are blamed by Tesla on the driver not properly overseeing the ADAS, while Waymo cars are on the road with no safety driver and have never had a major accident, and won’t be able to blame the non-existent driver if they do.