Help me understand the long term case for Ouster

So I bought a small position in Ouster a while ago because I thought there would be a physical AI boom and Ouster had a reasonable chance to capture some of that value. My issue is, I'm concerned about their long term prospects due to the threat of vision only systems. Tesla is currently deploying full self driving robotaxis with vision only in Houston and other locations. Tesla's robots, and the Figure AI robot that did that youtube stream, rely on vision, not lidar. I'm not an expert so correc