Got a '21 MYLR with USS. FSD 12 is my first foray into FSD. I like to drive myself and rarely even use AP. I was more impressed with FSD than expected but it's only the salt on the peanut. I expected it to make me nervous, which it didn't. That's a plus. But it's still just a preview of what L3-L5 autonomy will offer. Autonomous driving is an all-in, or nothing, proposition, IMO. You either drive a car or the car drives itself! I see no middle ground. People are creatures of habit and I was trained to drive myself. I'm not going to alter ingrained habits over quarter or half measures.
Based on the headwinds Tesla now faces from competition, EV burnout, and model transition, etc, here's what I'd do if I were QELON. After the free trial, offer a one time deal for a very limited period (a month) where Tesla owners can lock in a transferrable $49 a month FSD subscription, that last as long as you own any Tesla. This is the Apple's services/ecosystem model. My hunch is lots of owners (including me perhaps) would purchase FSD, the new subs will be accretive to TSLA's bottom line in the short term, and the FSD recipients will have an incentive to be loyal to Tesla when buying new vehicles in the future. I think the FOMO of this kind of promo could boost TSLA stock, short term, and long term sales.
Based on the headwinds Tesla now faces from competition, EV burnout, and model transition, etc, here's what I'd do if I were QELON. After the free trial, offer a one time deal for a very limited period (a month) where Tesla owners can lock in a transferrable $49 a month FSD subscription, that last as long as you own any Tesla. This is the Apple's services/ecosystem model. My hunch is lots of owners (including me perhaps) would purchase FSD, the new subs will be accretive to TSLA's bottom line in the short term, and the FSD recipients will have an incentive to be loyal to Tesla when buying new vehicles in the future. I think the FOMO of this kind of promo could boost TSLA stock, short term, and long term sales.
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