People drive reasonably well using vision primarily and with imperfect visibility of their environment.
Computer learning networks can classify imagery at least as accurately as humans and sometimes more so.
A computer using imagery that is well classified from an array of visual sensors with near perfect visibility should be able to drive as well, or better, than a human driver.
The execution strategy appears to be to run classification and command prediction all the time, and while the human is in control consider it supervised learning.
The argument against LIDAR is just this in reverse, humans don't need LIDAR to drive, why should computers?
LIDAR is an engineering solution to the problem of creating a representation of the 3D space around the vehicle. It is a stand in for the less well understood human ability to do the same just by looking around. As a result if the "looking around" solution being proposed by NVidia and Tesla meets the engineering requirement, I don't see any reason that the car should have LIDAR.