My crystal ball, which is notoriously murky, says...
Elon is always a few moves ahead of everyone else. He has orchestrated this plan of releasing Beta FSD on a wider basis because Tesla is rapidly approaching the base of the exponential improvement curve. Dojo (and the other tools needed) to rapidly improve the capabilities of FSD are darn near ready to go.
So now that the testing group has grown to its current level, Tesla has accomplished a couple of things: 1. It's now well known how good/awful FSD Beta is in its current state. 2. They have a fleet setup to "feed me, Seymore" when Dojo is ready to start crunching data. 3. It gives them time to gather, label, and QC a huge amount of data to get Dojo off to a flying start.
We're going to see another few months of underwhelming releases. But then, we'll start to see very noticeable improvements with every bi-weekly release as Dojo starts throwing its muscle at the problem. We'll also see a lot of hard coded things being switched over to decision based.
Assuming that Dojo comes online in the spring of '22, by this time next year the FSD Beta we'll be testing won't even seem like the same software we're currently running; we'll be well along the exponential improvement curve. The rate of improvement will even be good enough for Gordon Johnson to buy Tesla stock... OK, maybe not to
that extreme.
We will be looking back at October of '21 saying, "well played, Elon.. well played."
At this point, my crystal ball becomes too murky to read.
Prior to watching the AI Day presentation, my crystal ball said "we're at least five years out." It has since changed its tune to L3 by the end of next year.
Regardless of whether I'm right or wrong, it's going to be one hell of a fun ride to be on.
And if you still haven't watched the AI Day presentation,
GO WATCH IT!!! Yeah, it's a bit over three hours long. Eat that elephant in small bites if you have to, but
eat that elephant! So much of the stuff the nay sayers are saying on this board is covered in depth in the AI Day presentation. And it's presented in a clear cut, "here's your answer" format; no hand wavy crap.