On the other hand, Waymo et. al. are not risking anything by using lidars. If they turn out to be redundant, it should be easy to remove them cheaply.
BTW, all companies that can, use lidars. Even MobileEye says that their L4 system will use lidars and they've been working on a camera based system for 2 decades. Tesla doesn't use lidars because they can't.
1. Lidar is expensive for everyone. It’s not like Tesla will pay more than other manufacturers. They’d prefer not to use Lidar, but if cameras just don’t cut it, I don't think they would die on that hill.
2. I’m sure there is some fine print around the current FSD being for camera based sensors only. They can easily say the car tops off at L4 for cameras, and L5 needs Lidar, if we come to that bridge