I don't understand where this subscription idea comes from. It is incredibly unlikely to ever happen.
Subscription payment model is the preferred payment structure in software business. Has been for the past 5+ years (Pandora, Microsoft, Adobe, anti-virus companies, SXM, etc). You can add car leasing to this pricing model as well.
A company trades off higher one-time upfront payment for a longer-term recurring revenue that, typically, adds up to a higher total amount over time. Higher total revenue, plus better alignment of recurring cost of supporting and maintaining the software development efforts with the revenue, is why more and more companies are trying to entice customers into subscription payment models.
It's only a matter of time before Tesla figures this out.
And considering that Tesla believes that FSD will make Teslas much safer than manual driving, I think it is highly unlikely that Tesla will agree to a system where different owners can start or cancel FSD every month or every year.
Tesla is not here to evangelize safety by giving away FSD (if and when it works). Otherwise, it would have done so already.
As long as FSD is an add-on $$$$ option, how, and how much, customers pay for it, will remain an evolving target.
Tesla is trying to make as much money off their products as they can, continuously re-arranging the contents of AP/EAP/FSD packages, and attempting to jack up FSD prices to the max that the market will bear.
If Tesla gets to the point where they can collect even more money from their customers via FSD subscription, they will certainly try.
The downside to subscription model is if that the customer has to see and appreciate the product's value to keep paying.
As long as FSD remains vaporware, subscription model won't support recurring revenue - people will cancel in mass.
Subscription structure will have to wait until FSD becomes something real and desirable, that people will be willing to pay for monthly. That may take years.
Until then, it's 100% massive FOMO and stick them up upfront pricing for FSD.
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