Tesla wants recurring revenue, discontinues Autopilot in favor of FSD

It's actually been mixed.

Certain things can be subs like Blue Cruise is $49.99 a month and SuperCruise is $39.99 a month and they have a package that is $64.99 a month. There are also various Connectivity packages that automakers offer as a sub.

What hasn't gone well is subscription models for basic features. Things like heated seats, massage, etc.

Touch screens without physical controls also hasn't gone so well. So automakers seem to be restoring some features to physical knobs/dials.
Tesla is also bundling in basic lane keep assist which in 2026, is a basic feature.
 
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Nilt

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Odds that the "subscription" comes with a TOS agreement and that the TOS agreement assigns liability to the owner, puts cases into arbitration or a friendly court, and otherwise limits Tesla's risk?

Yeah, that won't survive a well crafted lawsuit. You can't escape liability for gross negligence. The bullshit Tesla's pulled is right there, IMO. They've been scrambling to avoid any kind of ruling on such suits and they always take a while to work through the system but they will be bench slapped hard, I expect, eventually. The issue is this sort of crappy behavior won't stop until and unless a case gets to that point, though.

Edit: Duplicate word was redundant. :p
 
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"Some had speculated that Tesla could change Autopilot’s name to something less misleading"

But, true to form, Musk went for something about as misleading and likely to kill even more people: FULL SELF DRIVING, which, as its name clearly state, can't be left to drive on its own unless you're OK w/ risking to kill / be killed. Criminal sociopath.
 
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Gort42

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What’s so special about Tesla’s lane assist? My experience is with Subaru and Volvo.
Absolutely nothing. I sold my Tesla and bought a Hyundai Ioniq 6. The lane assist and adaptive cruise control are almost identical. If anything, the Hyundai is slightly better at it.
 
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the autopilot is literally only about half as capable as I am - I can land with twice the crosswind the autopilot is certified for. And if I had a dime for every time I've had to intervene when the autopilot did something unexpected over the years...
So in other words Autopilot is perfectly named ;)
 
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A private company cannot take your penalty points instead, as should be obvious.
failing to maintain an adequate system of record-keeping to identify the users of hired vehicles ought to have a penalty of at least 1 more demerit point than the offence they were asking about, for each of the people responsible for the management of the hiring scheme (company directors, controlling shareholders, trustees, etc.), because here the main use of that loophole is for the owners of their own businesses forgetting that they were the ones driving their company cars.
 
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Nilt

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Have there been any postings about the Biden administration law that tells the NTSB to work with the auto companies to develope protocols to shut down your vehicle, if it determines that you are not capable of safety driving the vehicle?
Got a citation to this "Biden administration law"?
 
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$9.99 month fee for remote start. Please note, remote start functionality is required to also start the vehicle locally.

$4.99 a month subscription service to select reverse gear, and $2.99 a month to select drive. $19.99 a month if you would like to unlock highway speeds (75mph) otherwise you are limited to only 45mph. An extra $19.99 a month if you'd like an unlimited top speed.

We will throw in braking for free, but it is going to be $49.99 a month if you want more than 20% brake force and ABS.

$9.99 a month refueling fee to open your gas door. Plus, we are going to tack on an extra $1 per gallon fee for the gas you add to the tank.

You're ALMOST there.

Instead by then it will be $20/mo gets you 200 credits each month.
$100/mo gets you 1000 + 200 credits: SPECIAL BONUS! GOOD VALUE!
$300/mo gets you 3000 + 1500 credits: DRIVE DAILY! BEST VALUE MOST!
$1000/mo gets you 10000 + 10000 matching credits: WHALES LIVE BIGGEST!

You can purchase credits on spot for $40 for 200, look how great that subscription value is!

Basic Function Gacha pulls are 35 credits.

Advanced Function Gacha pulls are 150 credits.

Pulled feature uses expire in 10 days. Credits expire in 45 days.

Every pull is a winner! Minimum value pull is: "TESLA-AIR: breathe it in, breathe it out, you're still a winner!".

Guaranteed Self Driving Preview mode after 900 pulls. Guaranteed hits reset each Musky Gacha season, which will be announced randomly on Twitter... umm... not-Twitter and decided by the most advanced intelligence known to Musk... Grok. Talk to Grok to drive and win!

Be a winner! DRIVE THAT LOOT CAR BOX! live announcements on the in-dash screen showing how big other people have just won! Will your car drive in traffic or will it drive into the kinetic barrier? FEEL THE EXCITEMENT OF THE RANDOMIZED CAR DRIVES YOU DRIVING CAR GAME!

void nowhere because Musk don't care, please Grok-drive-X-win irresponsibly.
 
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Places are going to start to look like Cuba keeping the *hit designs alive forever. I don't really want any drivers aids honesty though so many it is a boon. If they actually get good perhaps regulation will force them to not paywall it.
Unfortunately, there's a ton of people that think that, because the driver aids are currently good enough for them, they are good enough to be made mandatory already.
 
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From the driver's point of view, the monthly is a no-brainer. They can deposit that $8k into SP500 ETF, withdrawing $100/month, and it will pay for around 10 years of FSD. You can also stop early if you are not happy with it, and will have money left over for something else.
Yes, but since musk must employ someone who can do that maths too, either it’s just a way to juice sales before it switches to subscription, or they’re planning to raise the prices.
 
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rm0659

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I agree that eventually it will probably be better than most human drivers but I don't think it's there yet and I don't think it will be for a lot longer than people pushing for it think. Maybe I'll be surprised and it'll be perfect next year but I doubt it.
waymo already has their fleet in operation. they may do dumb things sometimes, but they are pretty safe.
where was the billboard that said that uber had a sexual assault or harrassment complaint every 8 minutes? "safety" isn't just about car crashes.
The value proposition is something that I think is a zero sum game though. If it's producing enough profit to be a significant money maker to the people selling it, then it's always more expensive to the consumer than car ownership, in fact dramatically so. If you consider the stereotypical family of a married couple with 2 kids, assume both parents work every day, both kids go to school every day, trips to the grocery store, visits to friends houses, visits to restaurants, etc are all by car, how cheap does a robo taxi have to be to make it viable to rely on that instead of car ownership? Let's say a pretty conservative average of 6 car trips per day. Let's assume a TCO for a car is a nice round $10k per year all inclusive. So assuming 2 cars that's $20k per year. That means a robo taxi would have to cost no more than $10 per ride to break even with car ownership. Robo taxis are never going to be that cheap, and if they were they would either be sold at a loss or at best at zero profit margin.
the robotaxi model and "the death of car ownership" is a joke out here in suburbia, for the reasons you state. people own cars so they can get to work so they can afford their cars. once the car is paid off the tco is way less than $10k/year though.

but there are quite a few city dwellers and single people without long commutes where owning a personal vehicle is more aggravation than advantage and ride hailing would be preferable. the market for the service in the usa alone is already on the order of $30billion/year and expected to grow substantially.
You can tweak the assumptions however you want but I see zero scenarios where it's even theoretically possible for a robo taxi to be both profitable and affordable at the same time. Not now, not ever.
regular taxis are already both profitable and affordable. no reason a robotaxi can't be as well. why would waymo spend so much time and money on the effort if that wasn't so?
I could see it saving some money for trucking companies compared to paying a full time driver. I could also see it maybe getting to where costs are a little less than current pricing for an Uber but not much less or it won't make the company selling the service enough money for them to want to bother with it. For consumers it'll fill the same role that Uber does now. It's a high cost convenience you never use more than a few times per month. For a rental or taxi company I see it filling the same role as long haul trucking. It'll save them paying a salary to a driver. How much does an Uber or Taxi driver make? Not very much. So the value of a robo taxi is at best a standard human driven taxi service with slightly better margins, and I do mean slightly.
the margin is way more than slight. consider how much a driver makes in a year - say $40k/year on the low end for uber. that's an instant +$40k to your bottom line, for every vehicle...which can also operate 24/7 and go where uber drivers won't go. that adds up fast.
Don't forget that all the tech required to make robo taxis possible (cameras, computers, lidar, etc) increase the cost of the car itself significantly. So the above taxi service is paying for more expensive cars than they would be otherwise. I'm going to assume Musk doesn't plan on giving FSD away for free just as I don't think Nvidia plans to give away it's FSD equivalent for free.
waymo's vehicles cost well over $100k currently but their next generation is going to theoretically be around $70k. every tesla made (at least the newer hw4 ones) is robotaxi capable and cost maybe $30-35k for the model y's they're using. purpose built robotaxis are smaller 2 seater bare bones models that should be in the $20k range. easily affordable to put on the road for well below uber prices per ride.
From a technological standpoint it's impressive, but I don't see it being much value for consumers and I definitely don't see it being the cash cow that wall street seems to think it will eventually become. It's either expensive and not used very widely or it's affordable and a low margin business. It's one or the other and neither of those options produce large profits.
i'm going to trust wall street on this one. since a typical taxi goes around 40k miles per year these suckers are going to be printing $$$ at even a fraction of that usage.
 
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If I am operating something that has a reasonable chance to kill me or someone else I want as little of that operation out of my hands as possible. I have a motorcycle and the system does have some thing that will shut off the engine if they fail, but nothing that will take control out of my hands. I can still pop the clutch, slam it into neutral, and brake. Doesn't even have ABS.

Vehicles are becoming too automated, even under the hood. It's a problem.
 
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rm0659

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musk says that the price of fsd will go up as features are added to full self driving.
if it's already really doing full self driving what can be added?
(never mind, it's $99 for supervised, even more for unsupervised. madness)
it's already hugely overpriced, but subscriptions are a better model than one time payment for both parties if they're priced right.

remains to be seen how long lane keeping stays in fsd-only packages.
i expect blowback to be swift, hard, merciless and well deserved.
he has 10 years to get his fsd subscriber numbers up, no need to rush it on day 1.
 
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rm0659

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If I am operating something that has a reasonable chance to kill me or someone else I want as little of that operation out of my hands as possible. I have a motorcycle and the system does have some thing that will shut off the engine if they fail, but nothing that will take control out of my hands. I can still pop the clutch, slam it into neutral, and brake. Doesn't even have ABS.

Vehicles are becoming too automated, even under the hood. It's a problem.
do you want the drunken teenager racing from one graduation party to the next to have the same level of control?
there's a tree along the road about a mile from my home with signs on it that says that might not be such a great idea.
https://greaterolneynews.com/olney_life/saga-continues-family-young-woman-killed-crash/
 
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Charging a monthly fee over a fixed one-time cost does make sense...if Tesla has the liability while FSD is active. It's not financially viable for Tesla to have to essentially pay for insurance while the feature is active. But...that's not what's happening here. It just makes sense in the hypothetical future that self driving cars actually exist, because even the most advanced system is going to occasionally do something like hit a deer that enters the road out of nowhere.
 
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Mintaka87

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Yep. I made similar comments in this 2017 discussion. A lot of Tesla stans ready to jump on any criticism of Musk and/or Tesla.
I haven't bothered to check where I fell in this timeline, but during my early days here I did make some posts in defense of Tesla, although I think it would be unfair to call me a "stan".

I originally defended the use of "autopilot" as technically correct, and that people misunderstanding a term is on them, not the people using the term. Since then I've changed my mind. There is a difference between 5% of people not getting the technically correct meaning, and 95% of people not getting the technically correct meaning. Autopilot falls into the latter. I also slowly came to realize that Tesla's intent was not to correct the misunderstanding, but to capitalize on it in their publicity while legally hiding behind warnings in the manuals that most people never read.

Back then I was also willing to give Tesla and Musk the benefit of the doubt and assumed that technologies they claimed were around the corner actually were around the corner. In time I learned that more or less all of them were vaporware, betas being released to an unwary public, not even half-baked plans, or flat-out lies.

Finally, it took me the "pedo guy" incident to realize that Musk went far beyond the typical rich jerk thing and was actually an extremely vile and toxic person who should never be trusted.
 
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Cthel

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When you are the owner of a car caught speeding in the UK, literally the first thing you get is a letter asking you who is the driver. Not responding will cause you major trouble.
Which is literally what Tesla have been convicted of at least 18 times, complete with at least £20k worth of fines, costs & court fees.
 
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And of course, Musk still insists that all FSD(S) crashes are the driver's problems and Tesla refuses to ever accept liability. But for Tesla cult members believing in absurdities is never a problem.
Which doesn’t make sense at all. If it is full self driving then the car drives, not me, so it’s not my fault.
 
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