> Which brings me back to Tesla. My guess is their strategy is not just to develop self-driving - they'd lose on equal ground (due to not being first) - but to develop "2nd gen" self-driving which has a specific competitive advantage of not requiring lidar and thus having lower total cost per unit. This allows them to enter the market late but still have a significant edge in that market.
They won't, though, without HD maps. That's the irony.
Nobody working on (real) SDCs is worried about rain or snow. Yes it's a problem right now, but a clearly solvable one. It hasn't been solved yet because it isn't a high priority.