I can't see how you can content Waymo has more data, they had around 600 cars on the road last year. Sure they have some more sensors but Waymo only operates in select cities and select routes, the diversity of the data is very limited. They won't have seen scenario's like a snow storm for example since they've only been testing in CA and AZ. Meanwhile Tesla has a robust framework for collecting clips of specific scenario's as needed by shipping a small model to roughly match the scenario.

Simulation is important for sure, and Tesla even talked about that as much. But you can only simulate the scenario's that you've thought of, it can't replace real world data, which again Tesla has several orders of magnitude more of than Waymo.

As for the comments about Dojo I think they're unfounded. Tesla has already proven that they can create their own custom chip and have shipped it to hundreds of thousands of cars. I don't see any reason to think they can't get the system running in the next year or so. But even if they can't do that in time they still have NVIDIA to fall back on. Elon even said in the talk that maybe it might not work out, and if that's the case they can always buy a solution.