This is why I personally feel like Tesla's approach is more likely to "win". The fundamental blocker to self-driving cars is not sensing / sensor fusion, it is intelligence. And the Tesla approach seems much more likely to achieve functional intelligence than Waymo's.
Naaah, Tesla has no edge in intelligence either. It's just a PR piece to sell to investors.
You can have intelligence with lidar.
You can have even more intelligence with both.
While I agree with basically all of this, and find the FSD on my Tesla to be quite useful, a question pops into my mind.
Why can't Waymo ALSO develop the same smarts and just also solve the sensor fusion issue such that they can use the right set of sensors in the right environmental conditions, and then leapfrog Tesla's capabilities?