I requested clarification from Tesla on Musk's comments about the possibility of a future processor upgrade needed for FSD.
It appears the official position is that Musk's comments were hypothetical and doesn't represent Tesla's official position, that they believe the current AP 2.0 hardware is sufficient to support FSD.
AP 2.0 is a combination of the new sensors and the Drive PX2 processor.
Tesla should have been able to do enough testing on the new sensor suite to have confidence the sensors are sufficient to detect all of the objects needed to support EAP and FSD.
The Drive PX2 processors will be used for real-time object recognition and implementation of the FSD AI engine. Tesla has likely done enough preliminary work with the new sensors and Drive PX2 to have confidence they have enough horsepower to do the object recognition.
The biggest unknown is probably with the AI engine. Will there be enough horsepower with the Drive PX2 to do both the object recognition and run the AI software to a level that is at least as good as a human driver, preferably much better? And the answer to that question may not come until Tesla is much further into the FSD development.
While Musk's comments may be viewed by Tesla as hypothetical and not represent Tesla's official position, there is a possibility (however small) that more processing power may be needed to achieve the goals for FSD. But, assuming Tesla's testing of AP 2.0 is currently showing they have considerable idle processing power, it's also likely way too early for Tesla to know how much processing power will actually be needed for FSD.
And, if a processor upgrade will be needed, that should be easy to do. The performance limitations would likely be entirely on the Drive PX2 board - and replacing that board with a faster NVidia board - or a plug-compatible board using a Tesla custom processor would be easy to do - and likely cost either Tesla or customers a relatively small amount, compared to the overall cost of the car or the expensive battery or motor components.
Tesla has assured us they believe the AP 2.0 hardware in the S 100D we have on order (and could be delivered next week!), and, at least for now, Tesla will not make any commitments related to any hypothetical upgrades that may be needed to achieve FSD.
And, we're willing to accept that. We've had a great experience with Tesla's support for our 4 year old S P85, and if Tesla does discover a year or two from now that the Drive PX2 needs to be replaced, we're confident Tesla will do something reasonable to support all of those customers who purchased the FSD option for their cars.