They are taking small steps of improvement but it’s not “50% of the population” or now “25% of the population” I believe.
It’s more like:
Whatever it is, it is small: few vehicles, few roads, few rides and few miles.
The hype is the sham.
They are under pressure to show progress because now there is real competition to compare against.
Waymo is now in 6 cities with true L4 autonomy and with more cities in their pipeline at various stages of progress and new cities announced all the time.
The Waymo Driver has traveled nearly 200 million fully autonomous miles
Tesla is in the march of 9s to safety, fighting the long tail of edge and corner cases, a tough slog of incremental improvement.