Fun thought: what if the changes to the autopilot pricing structure are because HW3’s current level of operation in the current feature set doesn’t do a great job with the features they moved into “FSD”, and it’s a way to buy time with people taking delivery of HW3 cars so they don’t screech about how people with HW2.5 have more features (until the HW3 branch surpasses 2.5)? The people paying for FSD and taking delivery with HW3 are obviously not a majority.
I think it's important to point out what the difference is.
The HW2.5 computer has two SOC's. You can consider a SOC (system on a chip) as taking care of all the house keeping. Things like bringing in all the 9 camera feeds, and talking to other hardware. It has two of them for redundancy, but somehow the second one ended up running Dashcam functionality along with Sentry mode.
Also included within HW2/HW2.5 is a neural network accelerator. This is what does all the heavy lifting in running the deep neural network.
The HW3 computer changed out the SOC, but that wasn't too big of a deal. It simply presented work to do in order to create new drivers for sensors, etc. The hassle of dealing with a different ISP (image signal processor), etc. Nothing that should really impact how well FSD works assuming they don't have any serious bugs. As far as I know everything that worked before still does with exception to dashcam and Sentry Mode.
What really matters is the neural network accelerator as this is what Tesla spend a bunch of time, and resources on creating.
One of the really fun things about Neural networks is they're fairly easy to migrate from one system to another. It's really optimizing them that's a pain, but Tesla took care of that by optimizing the hardware for their type of neural networks.
It's extremely doubtful that the HW3 has any issues running the existing Neural network, and in fact it's probably barely even scratching the surface of what it can do.
The time being spent right now is probably mostly bug fixing, and continuing to bring things to HW3 that may have gotten broken (like Dashcam, sentry mode, and whatever else might be).
There is also likely additional stuff they want to fix/tweak for HW3.
It's very likely they have a New neural network almost ready to go for HW3.
They're so close to parity that there is no reason to rush anything.
As to the pricing structure? It was necessary to allow the features in question to grow.
They were features that really shouldn't have been under EAP in the first place.
The HW2/HW2.5 computer simply doesn't have the processing power needed to do a great job of Enhanced Summons or NoA. It's why both of those features are so late, and that neither one is all that impressive.
My prediction is the EAP people who didn't get FSD are going to be pissed. Luckily Tesla got quite a few of them over to FSD to lessen the blowback.
The first FSD feature of detecting stop lights also doesn't perform all that well on HW2/HW2.5, At least in what we've seen so far.