We are all guessing... from the few videos we've seen "drive on Nav" was limited to only certain highways. If it worked well in those limited areas then why pull the feature? At least give it to us with confirmation on the ideal highways, right?
You are both assuming this sentence: "Extremely difficult to achieve a general solution for self-driving that works well everywhere." implies that the drive on NAV feature was planned to be enabled on all highways everywhere which is why it was pulled.
Time will tell, but from the small steps we've seen so far and the history of what Elon says and what actually happens my educated guess tells me that this is going to be somewhat limited in scope and "in beta" for a while (once it finally rolls out) before we are using it "everywhere."
It didn't seem to be limited to "certain" highways, it seemed to specifically be limited to classes of highways (e.g. like the ones that AP2 in v8.1 allows auto lane changes on). After all, our friends in the Netherlands were able to turn on the feature and demonstrate it with older maps.
I think as much as it pains me, they probably make the right decision. Their choices are basically:
(1) Require human confirmation (which they tried). But still, posting a picture of your Tesla telling you to change into a gore lane or onto a shoulder is not good PR and it's the kind of thing that instills public fear in ADAS systems. Furthermore, supervising lane changes around offramps/exits can be tricky. There's many things that you're responsible for monitoring and the margin of error can be slim.
(2) Disable except on certain whitelisted highways where they know it works. That presumably means in Tesla's Californian back yard, and that is surely going to tick off a lot of customers and undermine Elon's claim that they are not gaming the system with extra-detailed HD maps.
(3) Disable for the general population but keep tweaking it using their doubled Early Access population.