The real problem, which I think the article does a poor job of making clear: Tesla sold millions of cars before the current generation Hardware 4 vehicles with $10,000 full self driving packages which never really materialized convincingly ‘full’ self-driving capability. There’s fair arguments for the HW4 vehicles not having FSD either, maybe because it needs to be supervised or isn’t perfect or whatever. But the HW4…
On the recent earnings call they did finally acknowledge they will have to upgrade the hardware in HW3 cars so they can fully self drive. The flayed the solution of “popup factories” in cities across the US to carry out the upgrade.
I get why Tesla will resist this, but a part of me admires the pettiness (but reasonableness) of a bunch of owners demanding the hardware upgrade and then never buying FSD.