All of these promises are perfectly fine to believe if you're a long TSLA shareholder. Not so much if you're an owner paying for FSD with any expectation of it being realised over the typical period of ownership.
I would caveat the shareholder benefit considerably in so much as Elon has been making big promises for several years, and we're at the point where the competition are actually delivering on systems that might be good enough for the majority of car owners. There will come a point, I feel, at which more and more people become less tolerant of Musk's incessant overpromising and missed deadlines.
Musk appears to be betting the farm on the general population wanting their cars to drive them to A to B completely autonomously. If Tesla can crack it then they could have a formidable USP in their cars. I am sceptical, though, not only of the possibility of Tesla achieving level 4 autonomy in a reasonable timeframe in any country. In Europe I don't think it will be a reality even in regulatory terms for probably 10 years.
I could be wrong but I feel like as every other manufacturer commits to a fully electrified portfolio that the shortcomings of Tesla vehicles will become more and more resonant. There seems to be more development towards basic stuff at all (headlights, wipers, other driver convenience features), all focus appears to be on FSD beta. It's a bit of a different kettle of fish in the States I think, because they have all of the autonomy stuff unencumbered, but in Europe our Teslas are not even as good as stuff coming out from Kia or Hyundai, it's just that the general public doesn't really know that yet, and still just believes that Teslas "drive themselves".
I would caveat the shareholder benefit considerably in so much as Elon has been making big promises for several years, and we're at the point where the competition are actually delivering on systems that might be good enough for the majority of car owners. There will come a point, I feel, at which more and more people become less tolerant of Musk's incessant overpromising and missed deadlines.
Musk appears to be betting the farm on the general population wanting their cars to drive them to A to B completely autonomously. If Tesla can crack it then they could have a formidable USP in their cars. I am sceptical, though, not only of the possibility of Tesla achieving level 4 autonomy in a reasonable timeframe in any country. In Europe I don't think it will be a reality even in regulatory terms for probably 10 years.
I could be wrong but I feel like as every other manufacturer commits to a fully electrified portfolio that the shortcomings of Tesla vehicles will become more and more resonant. There seems to be more development towards basic stuff at all (headlights, wipers, other driver convenience features), all focus appears to be on FSD beta. It's a bit of a different kettle of fish in the States I think, because they have all of the autonomy stuff unencumbered, but in Europe our Teslas are not even as good as stuff coming out from Kia or Hyundai, it's just that the general public doesn't really know that yet, and still just believes that Teslas "drive themselves".