[stickfigure]

When Tesla was overpromising self-driving cars, the thing they sold was still a pretty nice car. Even without the magical features, customers were still satisfied with the product.

Now imagine you're selling robots. If the robot "disengages" and breaks 10% of your plates while emptying the dishwasher, you're going to be pissed. There's no fallback to manual mode. It has to work 100% of the time out the gate.

Based on past history, I don't think Tesla has an engineering culture capable of hitting a home run with this kind of frontier technology out of the gate. So they either delay it until it's ready or they launch it prematurely, in which case everyone mocks it and the dream crashes (along with the stock price).