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$2B deferred tax revenue.oh boy, shareholders will be in for a real treat after Q4, everything seems to fall into place.
- Massive Free Cash Flows
- Higher Margins
- Supervised FSD (going unsupervised end of 2021??)
- Quick factory build outs in Shanghai, Berlin and Austin
I could go on...
Serious question. The FSD beta videos look really impressive. I understand the benefit for Uber like taxis, but for the average person is FSD really worth $10K?
I love my advanced autopilot on road trips and in traffic jams, but even then the $5k price I paid for it seems steep. Not sure I would pay $5k again when mostly I want lane keep and cruise control.
$10k so my car drives itself around town? Maybe on a $100k Model X (10% add on), but I definitely wouldn't be paying that on a Model 3 or Y (20-25% add on). That's a huge price to pay for automation of something we all do ourselves today. I understand the potential safety benefits long term, but that's still a hard sell.
Honestly I like driving, that's a big part of the enjoyment of these cars. I don't really want to give that up.
Serious question. The FSD beta videos look really impressive. I understand the benefit for Uber like taxis, but for the average person is FSD really worth $10K?
Your lacking imagination, if FSD ever becomes real I could drive to work, send the car to my parents so they can do their shopping, the car than go to school to pick up my daughter, drive back to me to bring home from work. How about going shopping, no more need to worry about parking, just get dropped off, send the car away, than summon it when your done. What about going out for some drinks? No more need for taxis rides home etc etc.
If our Tesla had FSD we can easily drop down to one car, the potential to have a fully chauffeured drop off service on tap 24/7 at pretty much zero cost is madness, and will change personal transportation.
Your lacking imagination, if FSD ever becomes real I could drive to work, send the car to my parents so they can do their shopping, the car than go to school to pick up my daughter, drive back to me to bring home from work. How about going shopping, no more need to worry about parking, just get dropped off, send the car away, than summon it when your done. What about going out for some drinks? No more need for taxis rides home etc etc.
If our Tesla had FSD we can easily drop down to one car, the potential to have a fully chauffeured drop off service on tap 24/7 at pretty much zero cost is madness, and will change personal transportation.
Those are some good examples. I can see a lot of value in that for many people, not so much for me personally. I guess my biggest problem is more around paying $10k on a car today that may never see that level of automation during your ownership. I agree FSD will get to that point in the future, but at the current rate of progress it still seems like a really big bet to pay $10k today.
I'm just curious how many people will pay $10k on a new Tesla for a feature that may or may not provide a benefit during their ownership.
Edit: One other thought. If there are millions of robotaxis driving around wouldn't it be much cheaper and easier to simply call one of those for the times you need someone to be picked up or taken home from the bar? Keep a "normal" car for personal use, and the use a robotaxi for those other times?
Said every TSLA holder that wanted to "wait" to buy in again in the $200's (pre split).I think raising the price now with local driving in early beta will reduce the number of purchases of FSD. I suspect a lot of people will be scared of local FSD for a while. Heck I'm amazed how many people won't use NOA at all because of the occasional phantom braking event.
My guess is we'll see a price reduction / discount in a couple months... Or perhaps we'll see a separation of the highway features from the city features like we saw recently with the temporary reintroduction of enhanced autopilot option.
Those are some good examples. I can see a lot of value in that for many people, not so much for me personally. I guess my biggest problem is more around paying $10k on a car today that may never see that level of automation during your ownership. I agree FSD will get to that point in the future, but at the current rate of progress it still seems like a really big bet to pay $10k today.
I'm just curious how many people will pay $10k on a new Tesla for a feature that may or may not provide a benefit during their ownership.
Edit: One other thought. If there are millions of robotaxis driving around wouldn't it be much cheaper and easier to simply call one of those for the times you need someone to be picked up or taken home from the bar? Keep a "normal" car for personal use, and the use a robotaxi for those other times?
If you sell the car does FSD transfer to the new owner? And if so shouldn’t that jack up the resale price? If when you sell FSD is say $12000 and you only paid $8000 you should be able to recoup that price. FSD shouldn’t depreciate, technically it would appreciate. Not sure how that all works, I have an order placed for a MY so I’m a noob.