Kaparthy took almost 300 days to roll out a new NN just to keep a car between two lines better, and it has significant and dangerous regressions that have likely already killed one person. What about that timeline makes you think FSD is on any kind of track?
What, you didn't get the latest Kool Aid? It's quite tasty, really.
But (more) seriously:
While I find AP2 to remain significantly inferior to AP1, the reasons for which I've enumerated in another thread, here are my reasons for continued optimism as long as Karpathy remains at the helm:
1. Significant recent improvement in AP2. It's still a nervous child missing features relative to the confidence inherent with AP1, but still.
2. Regular releases every 2 weeks like clockwork, relatively speaking. As if there were sprints and program increments and everystuff.
3. Elon stopped saying "by the end of the month" and "3 to 6 months" and instead gave a 2-year projection that actually fits with the SoC estimate.
Putting #3 another way, I don't see the bulk of FSD happening until we get that SoC. Granted, not to mention better car connectivity which means 5G, and that's a good 3+ years out - on the front end anyway.
So that's how I come up with late 2019, which is to say perhaps the first half of 2020. I have no idea how Elon makes those of us whole who purchased vehicles based upon the Dec 2016 video and who prepaid for FSD, but if it takes a board swap and perhaps a component upgrade or two, that's not the end of the world.
One video of 10 Teslas lined up at a stop sign (*with the first one stopping therefor*), all accelerating in unison when safe to do so, will send the stock soaring. Just in time for the shorts and the unions to beat it back down at the end of the quarter, but still.
It will be a beautiful thing. Just that one feature.