I think he wants to imply that everyone who is trying to build a self driving car is working on it in house, testing and tweaking while collecting data to make it better and possible. But what Google has done is, they tried and couldn't get the ball rolling that well in the commercial market as expected and eventually they created 'Waymo' which will partner with car manufacturers who will create prototypes for them to make ride sharing autonomous cars. Which sounds more like a mashup of Tesla and Uber.