Tesla said in October 2016 that cars with the current "HW2" generation hardware would be capable of FSD, and that they would be upgraded to that in mid-2017.
If they don't have FSD by mid-2019, that's two years off that target. Deadlines slip, companies overpromise, this is a hard problem, all that jazz, but by early 2020, people who leased Teslas that they were told would have FSD are going to be deciding what their next move is. If part of the calculation is "FSD still ain't here yet, but Tesla is promising a free upgrade to HW4 which they say will really lay the foundation for FSD this time Elon pinky-swears," I would submit that it's gonna matter.
https://www.techrepublic.com/article/tesla-to-release-fully-...
If they don't have FSD by mid-2019, that's two years off that target. Deadlines slip, companies overpromise, this is a hard problem, all that jazz, but by early 2020, people who leased Teslas that they were told would have FSD are going to be deciding what their next move is. If part of the calculation is "FSD still ain't here yet, but Tesla is promising a free upgrade to HW4 which they say will really lay the foundation for FSD this time Elon pinky-swears," I would submit that it's gonna matter.