No you are literally trying to compare two different things as one.Again we don't know that yet. It could be like Supercruise where they only have a Ultra Cruise with a subset of features shown and then later be upgraded with an "Enhanced" version with more features.
Supercruise 1.0 was never announced with Supercruise 2.0 (enhanced) features. They are completely separate.
All the features anounced will be there at launch for Ultra Cruise, just like it was for SC 1.0 and 2.0. They never talked about those features coming in some OTA. In-fact they laid out which features they won't support at launch such as road-abouts.. They talked about what would improve in future 'frequent OTA' and that's going from ~2 million miles to 3.4 million miles (all paved roads) and handling 100% of scenarios from 95%.
Again chip shortage chip shortage chip shortage.According to this article, the Escalade is the only one with the latest version. The CT6 that previously had it was cancelled.
The Chip Shortage Has Claimed Super Cruise On The Cadillac Escalade
The same way GM had only allocated 15% to CT4 and CT5 earlier this year is the same way they stripped that 15% when the chip shortage got worse and gave it to Lyriq and Hummer. Then again later on stripped the allocation to Escalade and gave it to Lyriq and hummer.
EyeQ3 is 40nm and EyeQ4 28nm.
We know that the chip shortage is hitting 16nm to 40nm hard.
With 40nm being hit the hardest. Add that to the fact that SC was only available on CT6 when the pandemic started and automakers cut orders drastically in anticipation.
This combination is what's resulting in Supercruise scarce-city today. But it won't be a problem for Ultra cruise, not just that the chip shortage will be over then but that Ultra Cruise compute is based on a new 5nm fab.
It doesn't matter if there's 10,000 customers with it or 1 million. It matters that anyone who wants it can get it. Right now no one who want/bought FSD can get it.The point is saying "entire customer base" is misleading when the amount of cars is a fraction what Tesla has, given it's only available in a tiny amount of models that sell in relatively low volume. AFAIK the install base of Super Cruise is well under even FSD, much less AP.
The question then is, when will everyone who paid for FSD get it and when can anyone who wants it get it. I can tell you for a fact there won't be this beta nonsense with supervision or ultra cruise.
I can accept that.