No, it’s that all the tech they built in 2008 to do it is outdated and they have to continue because they spent billions on lidars and other expensive sensors.

How I know? I know ppl at some of these top fsd contenders. Using LiDAR or camera to sense the world are so close in efficiency that the cost for LiDAR etc is stupid. That’s why many LiDAR based fsd companies are old and the new ones are all camera based.

LiDAR main advantage was distance and range sensing. 5 cameras, and video stocking along with the software solved that 5 years ago. Hence why the talk of fusion multiple sensor types together is stupid. You can do range and distance with cameras pretty well