They could in theory. If they put at least as much emphasis on the AI side as Tesla does. Or if someone else cracked vehicle AI wide open and left it open for them to copy, and then they did exactly that, and found a way to bolt on their extra sensors in a useful fashion while at it.

As is, Waymo's playing it smarter than Cruise did, but they're not all in on AI yet. So I don't expect them to "leapfrog Tesla" in that dimension - and it's the key dimension to self-driving.