Optimistic
Read through these reports. In particular, Waymo and Cruise. They are logging the most miles and their trend is clear. The latest reported months have a lot more miles and a lot fewer disengagements.
Cruise notes why they drive in Frisco instead of other places: It's a harder environment than suburbia or highways, so they learn faster.
Remember, these guys *want* disengagements. Each disengagement can be gone over like an airliner crash. Replayed millions of times, varying the parameters. When you run out of disengagements, you have a problem learning, don't you?