I think the reason some people keep mentioning geofencing is because geofencing would be an obvious way to deploy robotaxis as soon as possible. Safe and reliable L5 robotaxis are not going to happen any time soon. But geofencing would allow Tesla to deploy robotaxis sooner. So people assume that Tesla must be planning to geofence in order to deploy robotaxis. And it probably adds to the confusion that Lex Friedman asked Elon when Tesla would solve L4, even though Tesla has never said anything about L4 and has only talked about L5.
I question whether Lex Friedman can act impartially to Elon, and whether Lex is really aware of why the L4/L5 question is so important.
To me it seems like Tesla is using the promise of L5 like capabilities while knowingly not having the HW to achieve that. This allows them to buy time.
As a customer the answer to this question is vital.
If Elon acknowledges that the whole L5 thing was a fantasy, and is shifting focus to a geofencing L4 where possible it makes it seem realistic that I might get something.
If Elon doubles down on L5 and laughs off L3/L4 then I more likely to bail, and get something else that satisfices my wants outside of autonomy.
I can't blame any company in the US for failing to deliver on autonomous vehicles. As a nation we simply didn't do a good job of standardizing on technologies to help automate the driving task.
Like yesterday I was coming back from the coast, and a sign said the road was closed 26 miles ahead. The Tesla navigation didn't show anything so I tried Apple maps, and it desperately wanted me to turn around and go a different way. I then tried Google Maps, and it said there was an accident ahead but simply said there was a delay. I'm not sure why I didn't turn around. It was probably curiosity as to what the result would be, and the result was that I was an idiot. It seemed like they were allowing one lane of traffic to go through as it we'd move a bit, and then stop. But, then when I got further ahead about an hour later they were just turning cars around.
I bring that up because it shows how unready we are. I'm not sure how Apple Maps managed to get it right, and why Google Failed. I believe Tesla uses google for traffic information so I don't expect it to be right when Google isn't.
Navigation comes before anything else.