Elon Musk, speaking to investor analysts on April 27th:
"We had a bit of a dip, obviously because of the unexpectedly rapid transition away from MobilEye, where we would expect it to have the MobilEye chip on the board as we transition, but MobilEye refused to allow that, so then we had to basically recreate all the MobilEye functionality in about six months, which we did."
Tesla started delivering HW2 cars in the November timeframe. These cars do not have the MobilEye chip. It was during that time that the order form was telling buyers to expect EAP - including use of four cameras, automatic transition from one freeway to another, and other new features as well as full AP1 parity - in December, just a few weeks away. This new software awaited only "final validation", they said.
Yet here we have Musk telling investors that they knew they were facing six months of development.
And even the April statement isn't really true: They haven't yet recreated all the MobileEye functionality. Such features as rain-sensing wipers and perpendicular parking still haven't appeared, and AP2 is still not as good as AP1 in many situations.
The relevant portion of the transcript of the earnings call can be found at
Tesla (TSLA) Q1 2017 Results - Earnings Call Transcript | Seeking Alpha The site requires registration.