Earlier quoted context omitted.
Lidar isn't reliable in conditions that are less than ideal (rain, fog, snow, etc). If you build a car that is dependent on real-time lidar observations, it is worthless much of the time in some climates and some of the time in all climates. Most companies are pursuing a Lidar approach because dev_speed(Lidar approach) > dev_speed(camera approach). Tesla is pursuing a camera approach because max(camera approach) > ma…
In such conditions, cameras are not unreliable, they're downright useless. Heck, even people have trouble driving during snowfall. I have a feeling that this is a massive set of scenarios that aren't even edge cases, yet SDVs are completely unprepared for them. ("No snow in coastal California - it doesn't exist at all!")
If you check out NVidia's DriveNet demo from a couple years back, you'll see that they already have a vision-based NN that outperforms humans in fog and snow[1]. We can debate whether people should drive in those conditions at all, but today's expectations will be the baseline that SDVs are up against, and cameras are much better suited than Lidar to achieve that baseline.
[1] Start at 7:21 https://www.youtube.com/watch?v=HJ58dbd5g8g