Not necessarily. Elon was asked on Twitter if his shoes were a "one more thing". His response "There was something, but no one caught it". I suspect he is referring to the HW3 chip/computer already being in production, and therefore his statement that "just software upgrades are needed" would stand true.
Did anyone see the person in the Y have their hands on the wheel when it drove out? It was easier to see on the other cars due to the amount of turning needed.