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They’ll get more people to subscribe so it’ll either end up a wash or come out ahead.That would be less total revenue.
LOL. Yes, an obvious math error. Could subscriptions double if the price were halved? I doubt it.That would be less total revenue.
Not sure about that. I but the take rate now is only in the 5% to <10% range. And I bet it's not 10% but just assume. Then a 25% take rate would be 50% more revenue. $99 a month is a "cable bill" but $200 is more like an "insurance payment". People will pay $99 to see a monkey f a football but $200 is considered a "thinker" before spending.LOL. Yes, an obvious math error. Could subscriptions double if the price were halved? I doubt it.
Not to sure about Dojo coming on line but Tesla has got a lot more Nvidia up and running. However the computing isn't about "handle the fleet". All cars get the same software and drive independently of the mothership. The compute is about improving the software training.It may be that Tesla has kept FSD purchase and subscription prices high, as they did not have enough data capability to handle more of the fleet. Now that Dojo is coming on line, perhaps they will be able to handle a larger number of vehicles.
I would like to correct myself. I was interpreting the post as saying the take rate would increase by 25%, but that's not what it says. It's saying that the take rate would increase to 25%.LOL. Yes, an obvious math error. Could subscriptions double if the price were halved? I doubt it.
Now they need to drop the purchase prices for FSD and EAP.
For $99 mo I’ll buy it. If nothing else, just for the better graphics. I drove 220 miles yesterday and 100 miles today. It has a few faults but I like it.Here's one reason I chose to subscribe rather than buy FSD for our second Tesla.
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Yup! Exactly my thoughtsIf nothing else, just for the better graphics.
Yay! I assume I don't need to do anything, and the amount they deduct will just drop.Done! Price lowered to $99 per month!