First - vision - as in "company vision" - is how you win over great engineers. That is how SpaceX hires (come help us settle Mars by solving all these .... problems)It is Karpathy's opinion that sensor fusion is the wrong tree because he is promoting the "vision-only" approach. That last slide is basically a hiring pitch: "Come work for Tesla because we can solve FSD!" Companies always try to lure new hires by claiming that they alone can solve everything.
Second, a vision backed by real money and actual deliverables is how you keep those engineers engaged (a fleet of millions of cars, currently 5th best supercomputer in the world, shadow mode deployment and continual feedback, FSD a la "I Robot" - where driving manually seems not only odd but dangerous)
After watching ~6 hrs of presentations ( there were some that I just could not watch/listen to ) and hearing their pitches, the only vision that would entice this engineer is that of Tesla!
You gotta get off that, there is no useful FSD deployed.But AV companies using sensor fusion today all have real FSD.
I've watched all the videos you've posted form the so-called competitors, and they are (mostly) all barking up the wrong trees!