My hot take on this is that consumer vehicles with FSD won't move beyond Level 2.
Could also mention that we had an internal leak earlier this year suggesting that Tesla stopped installing redundant steering control modules from Made-in-China vehicles -- the lack of the modules is fine for Level 2, but redundancy is required for Level 3+. We don't know if those components are still being skipped, whether they were brought back in, how many vehicles were produced this way, or whether anything else was cut.
Tesla is now planning to build a dedicated Robotaxi vehicle slated for volume production in 2024, those were the latest statements in the Q1 earnings call. This vehicle is supposed to have no steering wheel or pedals, and I wouldn't be surprised to see it possessing a more robust sensor suite. Learnings from the Level 2 ADAS fleet will be used as the foundation for Level 3+ functionality in this new vehicle.
Will wait to be proven wrong but this is how I see it unfolding right now