From what we know so far, here's what I my feel for the back story is. Assuming AP1 hardware was to stay, the AP1 features wouldn't be the issue. So mainly the purely EAP features would be worked on in those couple of months. So in December the plan was to begin to roll out some EAP features (not have all of them roll at once, Tesla never rolls features out this way).
That obviously changed with Mobileye refusing to let AP1 hardware stay. So Tesla Vision had to fill in and it became a matter of if it can reach close to parity in a couple of months. I would have to dig up the reference, but Elon had been personally using a full speed version of Tesla Vision for quite some time (well before the recent release), so I think Elon had a feel that this wasn't something impossible. Even back in October/November, Tesla Vision had already been under a lot of development already (remember, that was part of the reason for Mobileye's break up).