The issue is that the guy who runs the company and controls everything doesn't know what he doesn't know. He made the uninformed decision years ago to go all-in

The issue is that the guy who runs the company and controls everything doesn't know what he doesn't know. He made the uninformed decision years ago to go all-in on camera technology because he thought that he would be able to throw a bunch of money and engineers at the problem, and solve Full Self Driving in essentially 5 years. That was more than 5 years ago and the technology seems to have plateaued at a place where it runs frequently into parked or stationary objects. They have since taken untold sums of cash from people (millions? tens of millions?) who they promised would get access to "Full Self Driving" with the hardware on board. Now they're in the situation where they cannot admit that the problem requires more hardware. The hardware is a fixed property here, a design requirement; they have to achieve actual full self driving with the hardware in place, or they're going to face refunds and lawsuits. So now it's a delay game. I think it's clear now that short of AGI, Tesla will never get to "full" self driving with the sensor suit they have. Nonetheless they can't switch to a new sensor suit because that will admit defeat. Instead, they have to show continual improvement of the current sensor suite, while promising that "Full" self driving is just around the corner so they can continue the charade.