It's a bad argument... The limited, expanding footprint is allowing them to get high reliability, exactly what you're saying you want from the systems, and which Tesla is failing to provide. Their systems are still adapting to stochastic road conditions and events, even if they aren't requiring the systems to handle them everywhere all at once. Success /anywhere/ goes a long way towards proving that the fundamental task of driving in the real world is machine learnable.

There's a more interesting conversation to be had here than the one you're offering, in any case. And you haven't addressed the total failure of the Marcus crew to actually produce working solutions...