This is my read on it as well. I listened to the same interview (it was definitely on the front page, if not at #1 for a while). I stepped away feeling like K

This is my read on it as well. I listened to the same interview (it was definitely on the front page, if not at #1 for a while). I stepped away feeling like Karpathy had described a lot of good business reasons for not using other sensors, but not a lot of good technical reasons. Sensor fusion is hard, yes, but maybe not harder than perfectly re-projecting 2D pixel images into 3D vector space. Just my interpretation, but it felt to me like a hail mary because they were fully committed to being the first mover. Waiting around for LiDAR prices to come down would have meant that Waymo would have beat them.