A fun anecdote - a lot of people may remember Roomba from forever back with their automated little vacuums. Roomba's market share declined significantly because they failed to adopt Lidar technology as quickly as their competitors, instead they depended on the bumper for as long as possible. This put them at a disadvantage in navigation and efficiency as their competitors started using Lidar. Combined with aggressive pricing from rivals, expiry of its patented roller in 2022, a weird insistence to not combine vacuum and mopping into one device, Roomba (or iRobot now) is a just little fish in the sea it made.
https://maticrobots.com/ - Lidar seems like a stopgap, check out this robot vacuum which works with vision only. I am not conflating a car and a vacuum, but it's an interesting technological exposition.
The reason I brought up roomba wasn't to talk about Lidar or vision necessarily. It's more a story about how the first-mover in a technological space became entrenched in what works and became resistant to investing in newer technologies. The result was rival companies taking away marketshare from a market roomba once defined. Roomba has since incorporated lidar and other innovations after being stagnant for a decade, but its too late - their competitors now dominate the market.
To complete the analogy, Tesla is invested in vision-only technologies, while its competitors are making gains with Lidar and other tech that Tesla refuses to acknowledge. It's very reminscent of Roomba in the mid 2010s.
100%—I enjoy telling life-long Roomba users about how far behind the technology is when they try to convince me to buy one! I've been using Roborock for a long time and it's pretty astounding how far ahead they are; full on item analysis + avoidance (including poop!) being the big one for us, let alone just knowing their exact location within the house. And there's a number of others that have pushed it a whole bunch... the folks at Matic seem to have pushed it even further (not ironically, with just vision, which actually feels appropriate here) it's a shame it's not available in Canada and no obvious plans to roll out here, would love to buy one: https://maticrobots.com/
Meanwhile Roomba seems to have done...pretty much nothing? Reminds me of the death of Skype when everyone transitioned to literally everything else while they floundered around.