My understanding is superficial, so do knock it down, not it seems to me that tesla insists on vision-only hour self driving, which vastly increases the requirement for ML. Whereas Waymo has a lower sum technology requirement by using both lidar and vision, and have moved faster. So when you say "tesla needs the AI5 chip", i hear the rider "...to avoid a public volte face".

I suppose that bulky lidar modules are undesirable in premium consumer goods, but i don't see that downside for taxis.

What am I missing?