Didn't Tesla raise the price of AP 1.0 by $500 recently.
Perhaps those cars have the AP 2.0 wiring harness and able to accept the new sensors and processing (Drive PX2?).
It's possible Tesla could be build AP 2.0-capable cars, even before they are ready to deploy the improvements.
If that happened, coupled with building 100Ds - that might be enough for us to order our next Model S.
One of the Tesla people I spoke to recently (over a dozen, so he/she can't get in trouble for me posting this) tipped his/her hand a bit. My best recollection of the conversation:
FF: I hear on TMC that you're coming out with AP 2.0 hardware, and some cars may already have it.
T: I read the forums too. Of course, as you know, we can't comment on future products.
FF: Of course. But I'm not asking about a future product. I'm just asking for the specs of a car I already bought.
T: [... crap ... wasn't expecting that ...] Well, people have also commented on the price change for AP.
FF: Yes, it's gone up by $500.
T: Well, let's just say that there's a reason for that, and your P100D is future-proof. That's all I can say.
This makes a lot of sense. It would not be sporting -- it would insane -- ludicrous, even -- to introduce a brand new top-of-the-line, super-expensive car and then obsolete it a month later. A fair inference would be that new P100Ds (and upgraded P90Ds) already have the new hardware, and that all recent cars (going back at least one quarter) can be retrofitted at reasonable cost.
One thing that hasn't changed, though -- the P100D still has the same ancient Tegra 3 MCU, or at least it sure feels like the Tegra 3. (A friend of mine who worked at nVidia told me a bunch of war stories about why Tegra performs so much worse than its formal specs would suggest.) The MCU in general, and the browser in particular, are just as sluggish as my 2014 P85. I think that's part of the reason the 8.0 UI changes are so annoying to some of us -- it's not just the logic of the UX, but also the laggy physical experience. It's totally counter to the brand: you don't expect such slow and dated tech in such a fast and futuristic car.