It seems to me that with the P85D announcement, which coincided with the AP1 announcement, Tesla stepped over a line and started making announcements that were based on overly optimistic and/or misleading interpretations of future software updates.
That seems to have been a rather unfortunate view to take, considering that it turned one of Tesla's liked assets (the software update) into also one its most disliked liabilities - when they could not follow-up on those promises made.
I.e. that was the time when Tesla really started selling forward-looking statements as a demand lever, and not the current product...
After all, remember how P85D was supposed to get its promised performane after a software update (which later turned into the series of 5/10k Ludicrous upgrades instead when it couldn't be done)...
Many things said of AP1 have not/did not materialize either. Some were listed above and the verbally mentioned traffic lights did not come either and also we still don't have that ramp to ramp (was supposed to come in late 2016).
And once you sell one forward-looking promise, you have to make more forward-looking promises to keep the appearances, hence the P90DL Vx and power level debacles following P85D, and obviously the whole AP2/EAP thing...
What if Tesla had just stuck to selling what they have? AP1 and AP2 hardware for example could still have come out exactly when they did and Tesla could have just said some very conservative things about what is coming, instead of going all ramp to ramp, by the curb, FSD on us...
"Today we are adding a forward looking radar and camera to Model S. We hope to ship driver's aid features in the future, starting with this or that today."