6 ms·
It's a tradeoff, too early to say if it's a dumb move. Side A: Tesla can grow FSD subscription revenue by making FSD + Autopilot completely based on subscripti
by seshagiric 8mo ago
It's a tradeoff, too early to say if it's a dumb move.
Side A: Tesla can grow FSD subscription revenue by making FSD + Autopilot completely based on subscription. Lot more people use Autopilot than FSD. In the happy path such users will pay the subscription and that revenue will increase.
Side B: Autopilot (aka lane keeping) is fast becoming default option across manufacturers. Tesla will take a dip in sales if such 'basic' option is no longer available.
Whether side A > side B is to be seen.
- cosmicgadget 8mo agoI'd prefer to evaluate it from the viewpoint of someone outside the Tesla c-suite.
- lowbloodsugar 8mo ago$22k Corolla has it. Not paying $99/mo for it. The issue is not that “FSD” is $99/mo. The issue is that a feature of $22k cars (lane keeping) is behind the $99/mo paywall. Basically not enough people were buying the subscription for Elon to get his payout. But someone who just wants auto steering isn’t going to decide they’ll pay $99/mo for that. So this is just going to make people who like that feature not buy a new Tesla when the time comes.