I'm not surprised, we've been extending Musk's delivery dates for years.
That said, I have a 2020 mX with FSD on v11.3. I use FSD almost every time I drive and am very familiar with its abrupt failure modes and capabilities. I had a newer loaner mX last week that had v12 FSD and it was a huge leap forward compared to my daily driver. So while I have zero expectations that the robotaxi is coming this year, their reliance on vision only seems to be working fine as they continue to refine the system. Waymo has a lot more sensors that I feel will someday be unnecessary.