It seems to me Tesla's mistake was over optimism about AI. Musk always seemed to believe they'd have it cracked the following year but it seems to be taking its time.
If I recall correctly, at the last Tesla AI Day, he said ~"FSD basically requires AGI."
There is a lot to unwrap there, but that's what he said. I believe at that moment he was in ML talent recruitment mode, and yet he admitted the true scale of this issue that Tesla faces given the vision-only direction.
