> I think you're also missing why Tesla have opted to invest in a percept suite that doesn't use LIDAR. That reason is cost.

Even beyond pure cost, one problem Tesla has is that they already SOLD tens of thousands of FSD option packages, predicated on NOT needing to retrofit the cars with LIDAR.

So arguably, Tesla might be worse off if they deliver a LIDAR based FSD (and need to retrofit tens of thousands of cars, or pay off the owners), than if they just plod on with a camera based FSD that never quite works safely.