Tesla cannot go into LIDAR without huge destruction of the company valuation and pissing off large base of customers. They've been selling a car ready for FSD f

Tesla cannot go into LIDAR without huge destruction of the company valuation and pissing off large base of customers. They've been selling a car ready for FSD for almost 5 years now, for a huge extra margin. LIDAR retrofit is impossible, and admitting that they need it means there's huge amount of customers who paid for product that will never exists. Refunds will not only put a huge dent on finance, but it'll also further damage brand of Tesla as a player in that space, and Elon as a god-like visionary. Is LIDAR required for self driving? Probably, but it's not certain. But one thing is certain - Tesla is in the corner, and they have to deliver solution without it, using few years old inference HW and 5 years old+ cameras. Selling HW for a problem that doesn't even have a theoretical solution in software, so you don't even know what HW you need, is a bold, bold move.