It seems from the outside like he locked Tesla into a losing, NN-only direction for autonomous driving.
(I don’t know what he did at openai.)
(Eg Mercedes has achieved level 3 already).
LiDAR directly measures the distance to objects. What Tesla is doing is inferring it from two cameras.
There has been plenty of research to date [1] that LiDAR + Vision is significantly better than Vision Only especially under edge case conditions e.g. night, inclement weather when determining object bounding boxes.
[1] https://iopscience.iop.org/article/10.1088/1742-6596/2093/1/...