Aside from supply issues due tot he pandemic and demand, I there’s a strong incentive to be conservative in how you roll out self-driving: Cruise and Uber both ran into serious issues because they rolled out self-driving cars too aggressively. It won’t take that many publicized incidents to cause significant financial, legal and reputational issues for Tesla. So, selling FSD as a level 2 system while they are training their networks and gathering performance data makes a lot of sense.