?? My post was comparing cameras to lidar.
Congratulations! Now drive 7,000,000 miles and see if you can still make that claim. (That's what's required for L4 FSD.)
Most of the startup companies in the Dot Com bubble also came and went, or closed down. Because obviously the Internet was completely useless! \s That argument is like saying that the NYC Subway is a terrible environment for cockroaches, because you see so many dead cockroaches there.
The truth is that most Lidar startups have struggled for two reasons. First, because most startups in ANY industry or environment always struggle. (Competition is fierce, and not all companies are competent.) Second, because the TIMELINE for AV's was overoptimistic; NOT because Lidar's usefulness for AV's was overhyped. AV's are inevitable; the Lidar startup bubble was just a bit too early. Most forecasters are predicting a 20% annual growth rate for the Lidar industry over the next decade.
Also note that, to my knowledge, Tesla is the ONLY developer of L4 autonomous vehicles or systems in the world (I won't even say "manufacturer", because they aren't manufacturing L4-capable autonomous vehicles yet) that hasn't fully committed to Lidar. To give an example, Baidu's Robotaxi costs $28,000, and has 40 separate sensors, including five Lidars.
Elon's original criticism of Lidar was that it was too expensive, and that it was a mistake to lean on it too heavily. (By e.g. mapping cities down to the millimeter and then relying on Lidar as the primary sensor for navigation.) The expensive argument is no longer valid (see Baidu). I do completely agree with Elon's second argument, which is that pre-Lidar-mapping is not the right approach for what Tesla is trying to do. And I'm not suggesting Tesla should go back to that approach. Only that by incorporating the strengths of Lidar into their existing system they would make it far more robust, a necessity for achieving L4 and eventually L5.