Comment by ben_w

> $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.