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Tesla Network / Robotaxi Business Model

Discussion in 'TSLA Investor Discussions' started by Buckminster, Aug 9, 2020.

  1. Buckminster

    Buckminster Active Member

    Joined:
    Aug 29, 2018
    Messages:
    2,887
    Location:
    UK
    Possible timeline:

    Apr 21 - FSD Beta rolled out across USA etc.
    May 21 - FSD price raised to $15k
    Jun 21 - FSD subscription introduced at $250 / month
    Jan 22 - FSD price raised to $20k following V12 in Dec (subscription maintained at $250)
    Jan 23 - FSD price raised to $75k, Tesla start keeping 10% of vehicles
    Jan 25 - 50% of Tesla vehicles are not sold, remainder are leased and kept long term by Tesla

    FSD calc - 50% residual value = $7500
    $7500/36 month lease = 208
    I prefer $250

    $250 will initially look expensive - this will provide a new aura to the product. It will very quickly look cheap which is a good thing as Tesla should avoid having too many long term FSD vehicles in circulation where it can't pickup up the majority of future Tesla Network revenue. Subscription could become the non commercial FSD route of usage.
     

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