For me it looks like they will reach parity at about the same time, so camera only is not totally stupid. What's stupid is forcing robotaxi on the road before the technology is ready.
Nah, Waymo is much safer than Tesla today, while Tesla has way-mo* data to train on and much more compute capacity in their hands. They're in a dead end.
Camera-only was a massive mistake. They'll never admit to that because there's now millions of cars out there that will be perceived as defective if they do. This is the decision that will sink Tesla to the ground, you'll see. But hail Karpathy, yeah.
* Sorry, I couldn't resist.
Or did he "resign" since Elon insists on camera-only and Karpathy says i cant do it?
It's far from clear that the current HW4 + sensor suite will ever be sufficient for L4.