We don’t at all have evidence that Tesla can’t do Level 5 within the timeframe of this bet. Tesla is the farthest along of anyone who’s trying self-driving. Waymo and Cruise are geofenced, and still don’t work much better than Tesla. Aside from those, Comma.ai is doing seriously impressive stuff (sneaking up on Tesla tbh) on a way, way smaller budget, with less hardware, and notably, they’re going for a vision-only stack this year. Judging by what Comma’s been able to accomplish with basically smartphone hardware (maybe one step up from that), I’d be shocked if Carmack loses this.