Finally, I had a chance to listen to the 2021Q4 earnings call. If you haven’t yet - you should. It is an eye opener.
It is clear that, while the management is focused on EV cars, he is totally focused on AI (the remark about labor and capital was especially weird/interesting in a startup kind of way). In a way, he sees the car as an AI platform, not an EV. It is very subtle but it looks like they let him play in the AI field while they run the business. He is certainly involved but more from intellectual point of view.
There were some posts here to that effect and after listening to the call everything about the issues we have seems clear - they are super focused on scaling and AI. Making the cars better from a traditional point of view (quality, luxury, driver comfort, etc.) is not important for them.
Still processing the call but V11 is absolutely part of the vision; it will not get “fixed” as some of us expect. I would not be surprised if it becomes even harder to use from driver’s perspective.