StarFoxisDown!
Well-Known Member
I just don't get it. It's dumbfounding.I would sign up for FSD in a heartbeat if it was $129 per month! No way I'm spending $15k.
If affordability is already an issue, the notion that FSD at $15k or $200/month is just living in la la land. Obviously, Tesla doesn't want to piss of people that just purchased FSD outright. So why not just keep FSD outright purchase at $15k and/or remove the ability to buy FSD outright going forward but offer FSD subscription for $129/month.
It's not like they're losing money/margin but doing this. I can guarantee you if people can't afford a $50k car in mass, they sure as hell aren't outright buying FSD at $15k. I wouldn't be surprised if the take rate on FSD outright purchase right now is barely anything at all. In fact, it's probably causing a material amount of ASP decrease since when interest rates were lower 1-2 years ago, people were adding on the $15k FSD purchase through the loan. That's not possible at interest rates of 6-8%.
Plus, having more of the fleet actively using FSD gives Tesla more and more data. It's very beneficial for them to get as many people using FSD on the fleet as possible. Yes I know it runs in the background of every Tesla, but the data collection is not the same as when FSD is actually active.
The whole thing is just insanely frustrating. They have an opportunity today, not 2 years from now, to start forcing their business to transition into a SAAS business and yet they're being stubborn about this for a reason that no one seems to understand