This is an example of the risks of vertical integration. Some of what Tesla needed/chose to do itself is paying off. More integration into a single electronics system puts Tesla ahead of an industry trend with many unique features.
But rolling your own ADAS and FSD might result in having spent a lot for a result that is inferior to what ADAS suppliers can sell to other car OEMs, with no substantial benefit to the FSD effort, which is much riskier, with the added, and perhaps gratuitous risk of trying to do FSD with only camera sensors. The risks in that are not just it is a risky approach to real time sensor data, but that the data all your cars are collecting is worth a lot less for not having a LIDAR point cloud providing 3D data.
But rolling your own ADAS and FSD might result in having spent a lot for a result that is inferior to what ADAS suppliers can sell to other car OEMs, with no substantial benefit to the FSD effort, which is much riskier, with the added, and perhaps gratuitous risk of trying to do FSD with only camera sensors. The risks in that are not just it is a risky approach to real time sensor data, but that the data all your cars are collecting is worth a lot less for not having a LIDAR point cloud providing 3D data.