Musk could deploy a bespoke robotaxi fleet today, with only those units upgraded with lidar and sensor fusion after they roll off the manufacturing line, similar to Waymo’s fleet. Waymo only has ~2k-3k vehicles in their fleet, for example. Why does he not? Is it because he really believes camera over lidar? Or it because he doesn’t care enough to because investors keep believing the marketing which continues to keep him wealthy and in power with no effort?
