Nobody else has managed to get end to end AI working, but this sort of stuff scales with training data, and tesla has the opportunity to collect far more than any other manufacturer, with possibly 1000x the number of cars collecting video data of the next closest competitor.
And the thing about end to end AI is I suspect that if anyone can get it working at all, it may not have the issues with the long tail of unusual situations that other approaches have. Things like "Someone has drawn a picture of a bear on the road in chalk, should I drive over it or around it?" might be answered better by the end to end system than a rules based system.
If all of those things work out, then Tesla will win this race. Otherwise, they'll lose.