What this really reflects is that Tesla has painted itself into a corner. They've shipped vehicles with a weak sensor suite that's claimed to be sufficient to support self-driving, leaving the software for later. Tesla, unlike everybody else who's serious, doesn't have a LIDAR. Now, it's "later", their software demos are about where Google was in 2010, and Tesla has a big problem. This is a really hard problem to do…
As far as I know, no car manufacturer ships cars equipped with LIDAR. Nor do they seem to have a camera setup as extensive as Tesla. So I fail to see how Tesla has painted itself into a corner. The worst case is, that they are not reaching full autonomy with the current hardware setup. It certainly would be a big marketing blunder if they don't, but if necessary they can add LIDAR to the production, if they choose to…
so what if they can add it to future production, their talk promises or implies they have all they need. yet cursory review of random youtube videos will show you how limited their system still is.
this may be another "war" they lead the charge on but falter in securing the win. you can play the car marketing game at times similar to the technology market but in the area of safety there is no compromise. instead of acting like a tech company pushing a new tablet they should have acted like SpaceX