Comment by iknowstuff
15 hours ago
Tesla remains competitive in China, which can't be said of European EVs. Chinese ADAS are much better than European ones but still far behind FSD.
To bring the discussion back on topic: $50k/year or ~$250k over the course of the vehicle's lifetime, instead of $5k for a singular sale event, is why the path for the company is crystal clear. Cybercab is the same kind of step for Tesla as the Model 3 was back in 2017.
> $50k/year or ~$250k over the course of the vehicle's lifetime, instead of $5k for a singular sale event
Who will be paying Tesla $50k/year, and why?
Considering what Uber drivers take home after costs, I think this is unrealistic.
> Chinese ADAS are much better than European ones but still far behind FSD.
Not so, on both "much" and "far". Some tests put FSD ahead of various Chinese options, other tests put them behind. Tesla's FSD is still considered a level-2 system due to the failure modes it has, whereas (Europe's) Mercedes-Benz Drive Pilot and (Japan's) Honda Sensing Elite are level 3. Allegedly others exist, but I'm mentally categorising those as vapourware until they ship, this is demonstrably a domain in which it's easy to fool oneself into thinking the destination is closer than it is.
More likely that it's going to be the same kind of step for Tesla as the Oculus was for Facebook.
I’ll grant you that it could be, and I’m betting it won’t while you are betting it will. The future is now obvious to fsd14 and robotaxi users. Failure is no longer likely.