We all saw it coming. It’s one bird in the hand that counts.There goes the golden goose…
Subscription FSD is not the long term revenue source. And since it has zero cost and promotes awareness and safety, they priced it just right IMO.
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We all saw it coming. It’s one bird in the hand that counts.There goes the golden goose…
Do you understand the concept of Supply and Demand economics? If not you might want to read up on it. Lower prices greatly expands market adoption, and usually enables making even more total income than could previously be possible at the higher pricing. This is particularly powerful for software with high margins, which FSD is. Plus the larger FSD customer base brings in a LOT more driving data, and now that Tesla is no longer compute constrained this will accelerate FSD training.
Lowering the price of FSD is a very good thing for Tesla.
Exact same here.So odd… neither my 2018 M3 or wife’s 22 MX have gotten the FSD trial.
I just looked into my cruet, and yep: my olive oil needs topping up.Seriously. Every Tesla ad campaign should say "Free oil changes for life". It would cause a stir in the public consciousness.
I predict at least breakeven on CT already, but hoping for profitability.Wow, that's quite the tweet, I suspect a $99 FSD subscription will get a lot more folks and families on the bandwagon. $199 a month I could feel queasy...... $99 that's like a bag of groceries in these times..
On the P&D side where do we think we're heading into Q2? Has Berlin recovered entirely? Those pesky huthis still flubbing up the Red Sea? If anyone wants to lay it down with some nastrodamus style predictions im all ears.
Closed on my home 2 days ago!! What a sigh of relief. I was chatting with my mother about how when I sold the bundle of stock and got all my cash in line for this, a LOT of my stress has faded away. Prior to doing that, for the last 8 years I have opened my accounts every morning, first thing upon waking up. Looking back makes me feel borderline disgusting but on a personal note it's VERY strange I don't even consider reaching for the phone at this point.... Im up and looking for the coffee and perhaps animal/bird watching or just busy being alive I suppose.
On the other side of the coin I feel for all the people who are looking at the phone. More power to them, but I know the struggle! I think of posters here on the board who have always advised a smell the roses approach to investing. Both are probably fine and healthy ways to live, both with positives and negatives =). To each their own!
Great news with the FSD!
Sincerely
-Biff
I found it a pretty good analogy for FSD and the argument that safer technologies be mandated “for free”Regarding Sawstop: the tech to detect the current change when skin makes contact with the blade and immediately trigger a hard stop before the injury is more than superficial costs a few hundred dollars. Some other manufacturers have value offerings that are less than $500 in total. If they implement the safety tech, their value line will cease to be offered for under $500. If they choose to implement the safety tech in their higher end models but leave the low end model without it, then they will seen as not caring about poor people.
So the other manufacturers decided to forego the tech altogether and compete against SawStop by offering lower prices. However, some people do comparison shop, value safety, and have the funds available to spend more, so SawStop has done well.
How this applies to FSD, Tesla, and competitors, I'm not certain, but I am curious to read other's thoughts regarding that scenario as applied to Tesla and FSD.
And adoption rate fell through the floor. It was/will never be 100k. In fact, it's been reduced multiple times and the FSD transfer that would never happen is a normal thing now.Actually it was the truth at the time and for quite some time. FSD rose all the way to $15,000. But hey, let’s play the troll’s game and pretend that never happened. Let’s pretend that circumstances never change, therefore outcomes can change. Let’s pretend that everything in life is static.
Actually reducing the monthly costs now sets Tesla up to charge $199/month for a legitimate L3. (not the crap Mercedes is offering).It doesn’t matter what the drama white noise queens say. Literally people have been complaining monthly subscription too high, make it lower = more subscribers = WS loves it = higher SP. So now it’s lower and you immediately have to go looking for a reason for someone, anyone, to be upset about it.
I know exactly how people are. Don’t feed them.
finally got update on my MS today ... did a quick drive it is a big improvement over V11So odd… neither my 2018 M3 or wife’s 22 MX have gotten the FSD trial.
Not relevant to the context of the conversation and post/s I was responding to.And adoption rate fell through the floor.
Again, you have no idea if it ever will or not.It was/will never be 100k.
In fact it has NOT been reduced multiple times. Years ago a small group of people, myself among them, were given a two week window to get a $2k discount during the time period when AP, EAP & FSD were being shuffled. The only other time there’s been a reduction was from 15k to the current 12k.In fact, it's been reduced multiple times and the FSD transfer that would never happen is a normal thing now.
Stop trying to blow smoke up people’s skirts.Tesla wants to make money on FSD, they are reducing the price. Elon saying, after it increased to 15k, that it will only get more expensive was false and a justification for the price increase.
Don’t even try that approach with me, buddy. You have no idea, clearly, what I’ve said on that topic.I'm sure you believed Elon that "no one used the mobile charger or passenger lumbar". Those were cost saving/supply chain resolutions that Elon publicly provided a less than truthful reason.
You bring up valid points.Okay, but your first post stated "on my next approach into the circle" implying you were already under control of FSD and moving. Perhaps I read it wrong...
It's not clear to me that this is a valid use case for FSD, initiating routing to a location that is what, 100 feet away? Perhaps a valid test would be routing to the BP from further back, say from the Pancake House or Davis Bakery? You know, give it a chance to make a left turn into the first entrance to the BP?
Not sure why you would label this as "bad, really bad."
Junk yard dog here, btw, but my last post on this issue.
And then promptly fizzled to 1/3rd of a percentage. So nothing burger.TSLA jumped ~1% AH
Years ago a small group of people, myself among them, were given a two week window to get a $2k discount during the time period when AP, EAP & FSD were being shuffled.
(1) With more real world video data, robotaxis become more rapidly enabled, so it's a fine tradeoff.Do you also understand to bring in the same subscription revenue per month they have to add as many new subscribers as they had existing ones just to be revenue neutral?
Do you also understand to bring in the same subscription revenue per month they have to add as many new subscribers as they had existing ones just to be revenue neutral?
And then promptly fizzled to 1/3rd of a percentage. So nothing burger.
What if the take rate doesn’t double and people who were paying $199 are now paying $99Do you understand what the CEO has said time and time again about what would happen with the price of FSD as it got closer?
Do you also understand to bring in the same subscription revenue per month they have to add as many new subscribers as they had existing ones just to be revenue neutral?