There is absolutely 0 chance they could just 'put in lidar' from now on so for what he has to do its not relevant.
Multiple companies that have announced Lidar have later removed it for the cars.
The Lidar that are actually currently deployed that you can 'just' get from suppliers is of the not of the same quality and we have yet to actually see real high volume cars with 360 Lidar on any true mass market car.
People keep getting hung up on their vision strategy because it sharply diverges from that of all other players, but it's really just tackling the "no one knows how to do this and no one really tries" part of the problem first.
No level 5 autonomous driving system will ever ship without really good computer vision.
Is LIDAR required for self driving? Probably, but it's not certain. But one thing is certain - Tesla is in the corner, and they have to deliver solution without it, using few years old inference HW and 5 years old+ cameras. Selling HW for a problem that doesn't even have a theoretical solution in software, so you don't even know what HW you need, is a bold, bold move.