If Tesla succeeds in their FSD ambitions (vision only), and they are actually correct that HW3/4 (current tesla hardware) is capable of full self driving, the economics will make sense, and we're a software update away from having millions of self driving taxis already on the roads

That's a lot of ifs, so I'm not at all saying its right around the corner, but it's within the set of possible outcomes. V12 is looking quite promising, but then again so was V11 and V10