Given Andrej's explanation this verges on mere gainsaying. Could you expand on what you think they should be doing? Other firms would also encounter "entropy", they always do; what's your way of reducing that severely?

Andrej refused to answer the question about why, and instead gave whole speech about how change management and supply chain is hard. What else is there to expand on?

And of course other companies encounter it. But this has very strong vibes of “no one knew health care can be so complicated”.

And what should they do? Change management. Yeah, it’s hard, and costs money, but it’s a hard industry to be in. What they should not do? Cripple products they already sold (like disabling radar in existing cars), because they need to milk their profit margins.

Andrej is a great researcher. But safety critical systems are very different from research projects.

Andrej did answer, he said that the delta was tested and found wanting, then detailed a number of risks that came with keeping Lidar. Positive but small. Risks larger. That exactly answers "don't you want all the help you can get." (paraphrase, from memory.)

Securing supply chains is hard period. Tesla and SpaceX have gone to heavy vertical integration because ensuring quality seemed to insist upon that.

What specifically would the new management team do that would secure supply chains trivially, etc? What's not being done?

They said “change management” as in the management of changes not the replacement of the management team.

I think they've actually said both at different times.

Change management has nothing to do with people management.

It’s about managing changes to your product. It’s extremely important part of any safety critical system. And something that most new companies ignore, as it’s costly.

And maintenance etc. But if you don't gain significant benefit, it's reasonable not to take on the risks of managing changes to a product you can do without because it doesn't, itself, significantly reduce risk.