I honestly think they built a small number of HW3 cars just to seed the fleet and flesh out the hardware. It’s likely not truly ready yet.I don't think they will update all the cars before sending out HW3 NN. They will start sending HW3 NN to atleast some % of cars as the work to port it finishes. Then, they will upgrade all the cars over 2 or 3 quarters.
If they do this right, by the time NOA on city roads is ready for fleetwide deployment - sometime next year, all the upgrades would be over.
Most silicon goes through 2+ revisions about 6-8mo apart from each other before they’re ready for customers. Wouldn’t be surprised of HW3 will need to be retrofitted too when HW3 Rev B comes out