My initial thought was DrivePX, but then Musk said:
"MobilEye’s ability to evolve its technology is unfortunately negatively affected by having to support hundreds of models from legacy auto companies, resulting in a very high engineering drag coefficient. Tesla is laser-focused on achieving full self-driving capability on one integrated platform with an order of magnitude greater safety than the average manually driven car"
So, it sounds like he's looking for an in-house solution (probably using sensors from companies like Bosch) that can be designed specifically for Tesla. I suspect this will push out the release of AP 2.0 hardware until well into 2017 or later. Jim Keller (Vice President of Autopilot Hardware Engineering) and Andrew Graham appear to be in charge of the program. They're only on-board for about six months.Up until this point, there was much speculation that Mobileye and a possible "five EyeQ3 8-camera system" could be coming. There's no possible way they've gotten up to speed, designed, tested, and implemented a new sensor suite in fewer than six months.
Now, look at the theme that has been happening the past month or two. For example, Elon's comment that we will see "moderate to big" improvements in 8.0 with current hardware. And that Bosch will be able to make "significant improvements" with the radar via software. I believe these are suggestive that the next sensor suite is further out and they're planting seeds that current hardware has yet to reach its limits.
I suspect Tesla is looking to lean more heavily on radar to build 3D point clouds as opposed to Mobileye's camera-priority model. If Tesla indeed pivots to making radar more of a priority, it would clash with Mobileye's roadmap.
Note Elon said this event "will not have any material effect on [Tesla’s] plans." That doesn't mean "no delay." After all, they never announced or promised another hardware suite.