I think what you'll see is Tesla argue that FSD after a certain point, like 2016-2017 (Knightshade probably knows more accurately), was not sold with the promise of robotaxi-like functionality. FSD wasn't tied to any SAE level and that's by design, the argument will be that a supervised Level 2 ADAS qualifies as "achieving FSD" on these HW3 vehicles and hence the revenue recognition last quarter.
What's being communicated right now is exactly what was communicated to the California DMV in the leaked correspondence way back when and that so many people called FUD. After FSD is released to the wider fleet as a Level 2 ADAS, further iterative processes will begin with the goal of achieving higher levels of autonomy. Tesla never expected FSD to move beyond Level 2 in its current implementation, they said that almost word for word in their letters to the DMV.
We seriously have no clue what a generalized Level 4-5 consumer vehicle would actually look like, but I fully expect the new hardware versions to have more robust sensor suites. Cameras alone and in current locations are fine for a Level 2 ADAS, not for Level 3+.