To try to say the hardware for FSD is now present in 1M vehicles (which I doubt) is disingenuous to the insinuation Elon made that FSD is right around the corner. They're not meaningfully closer to FSD today than they were three years ago. Somewhat closer? Sure. A few feet on a journey that's a few miles though.
Actually driving a Tesla for 15,000 miles, of which perhaps 5,000 of those miles have been AP over the last 18 months, I can state this is totally false.
There has been extremely significant incremental progress with AP which is totally evident in everyday usage.
Turns through intersections is another area where Tesla's current implementation needs a lot of help (read: can barely do it at all) but should be within range soon given where they are at. And lane splits in city streets is definitely something the Tesla implementation is going to need to get better at before really making it door-to-door.
It's a very exciting, even historic time for self driving.
But yeah, taxi fleets are a ways out. There's a turn in the road just a 1/2 mile from my house where my Model 3 gives up every time.
I can imagine navigation services not working, but I've not been in places outside of the high Arctic (~82'N) where GPS itself wasn't very reliable.
And inaccuracy at start-up is also surprisingly challenging; think a person requesting a car within 5 seconds of opening the app, before the location service of the device has really resolved the location, thus ending up with a pick-up pin that is a hundred feet wrong or more. And maybe on the wrong side of a street, fence, etc.
We think of GPS as just the positioning part, but its just as important to remember that there is a large amount of work to translate that position into a meaningful data point within each given country. Just knowing someones exact GPS coordinates isn't helpful.