on FSD as a likely significant contribution to profits:
First, I still count nothing for RoboTaxi precisely because even with technology 'perfected' there are innumerable impediments to widespread adoption, all well documented;
Second, since 2015 with first Autopilot I have considered Tesla well ahead of competitors. Nothing has changed in that respect, Tesla still is ahead in generalized non-geofenced operation;
Third, I have now had some time with FSD 12.3.6. It is a huge advance, no question. Now it is smooth and consistent, mostly. It does have major weaknesses in even highway routing within complex intersections (my measure of merit on this is Miami's Golden Glades (look it up). FSD even now cannot turn correctly, even for the easiest parts. It is totally incapable of final entry and exit from urban building access.
Fourth, With these limitations I still think buyers would pay for it now were it promoted well. It is not!
Fifth, Constant overselling since 2015 is making existing impediments worse.
In my opinion there is zero chance of anything approaching RoboTaxi to be delivered in a generalized form within this decade. That will NOT happen, in my opinion.
Further I considered the original labeling of Autopilot was perfectly appropriate. It was and remains as definite aid to drivers and has improved in almost every update. It is not anything remotely approaching Full Self Driving.
Were this product properly positioned and promoted I think it was have very high acceptance. However it is promoted as something it is not and the company seems bent on positioning further to something that will not happen anytime soon.
Finally, I use FSD on every drive and am happy I bought it. I did not buy hype, I bought reality. The reality is very, very good.
As for those who claim others are equivalent right now I have a short comment: Don't be ridiculous! Anybody who's actually tried several others and present-issue FSD would need to be delusional to say Tesla is not better.
The HYPE is the problem. not the product! This is a gigantic marketing failure, a major failure in Positioning. IN sum, sell the product you have, not the product you sometime hope to have.