The features will start as L2 but certainly, as Tesla develops better and better software, Tesla fully intends for AP to eventually evolve from L2 to L3+ self driving.
It is true that this is Tesla’s intent. But to the topic of this thread, remember that Tesla is
not promising L3+ autonomy to people who purchase FSD today. It’s really important when talking to people making this decision that they understand that they are purchasing only a “guarantee” of an L2 system (city NoA, sign/light recognition/response). There is no obligation on Tesla’s part to deliver more, if it does not work out as planned. These people buying today may well be required to hold the wheel and stay engaged in the driving task for the life of their vehicle, without any failure to deliver on Tesla’s part - Tesla would be 100% delivering with a fully complete L2 system.
Again, more specifically for owners considering purchasing: it’s entirely possible that you will get L2 city NoA, while future buyers of new Tesla vehicles get something better: hardware AND sensing that can do L3+. And you are not
guaranteed to get what future buyers get. Hypothetically, you could be watching YouTube videos of people in their true self driving L4/L5 Teslas in a few years, while today’s buyers of FSD are stuck at L2! This would be a success for Tesla, and everybody will have what they bought, all obligations satisfied.
Tesla will probably have to refund money to people who paid for FSD in cars that cannot be easily retro-fitted with the needed hardware.
I agree with most of what you say, and the above may well apply to some older FSD buyers (because they bought a different promise from what I understand). But for people considering the $3k upgrade available today, there is no reason for Tesla to offer any refund as long as they deliver city NoA (L2, driver attention required) and sign/light recognition/response in a “reasonable” timeframe.
It will still require an engaged driver until data is gathered. The data will be gathered fast. Actual driverless operation will depend on regulatory approval. Driving without "nags" will probably not need regulatory approval so long as there is a qualified driver in the seat.
FSD has to accumulate billions of miles under supervision
You’re missing a couple key points here: the billions of miles of data must unquestionably demonstrate a safety level far better than human drivers. It’s not enough to just gather the data.
Second point you are missing: Tesla clearly states in the purchase page for the $3k option that they will not allow these features to be used without “human supervision” (meaning L3+) if the data does not show it is safer.
If it turns out to not be safer with current hardware, people who buy this will end up with (hopefully) L2 driver-monitored (engaged driver) city NoA. Assuming that does not get prohibited by regulators of course (separate discussion). If Tesla delivers that city NoA & traffic signal/sign recognition/response, they are done, promise is kept, even if the system cannot be demonstrated to be safer than a human driver and thus cannot proceed to a higher automation level.
Anyway, that’s what they are selling today - it’s off topic to discuss prior promises in this thread so I won’t speculate what will happen to earlier FSD buyers.