The thing is, it's like nuclear fusion. It's always five years away. I think the important detail is not that it is 2023 or 2025, it's that it is five years away, just like it was five years ago. That, I think, is a function of design cycles, not advances in self-driving capability. Meaning that the 2023 models are on the books already. Those designs, if not final, are far along. 2025 is in the concept stage and they are just sure they will have Level 5 by then.
It *may* be 2025. I'm not saying not. I'm just saying that we won't really know until a year or two before it happens.