core to tesla's strategy is to do massive data collection from consumer-owned cars using beta software (and hardware, that the consumer pays for). that model is not compatible with expensive lidars, which contrary to some other comments in this thread, are still very expensive (just because the entry-level pucks are cheap, does not mean full lidar coverage is cheap). there is no way they could push $100k of sensors on consumers to build out their data collection pipeline. when tesla was first starting out, affordable lidar did not even exist so it's hard to call that a lame excuse.

all that said, I'm still pessimistic about tesla's chances at making camera-only L4 work in any short time horizon. we will see if they pull it off, but it's such a severe disadvantage compared to fully-kitted competitors.