Posted by CharlesW 4 hours ago
Pressing the brake pedal and maintaining a stationary position is billed at a rate of $0.003 per second of immobility.
Energy dissipation during the braking event costs an additional $0.00001 per Joule of heat generated.
Basic stay-in-line and start/stop following in traffic has become pretty standard for almost a decade at this point and paywalling it now would be outrageous. I have a 2017 car that does this.
How long do people keep their Tesla normally?
Side A: Tesla can grow FSD subscription revenue by making FSD + Autopilot completely based on subscription. Lot more people use Autopilot than FSD. In the happy path such users will pay the subscription and that revenue will increase.
Side B: Autopilot (aka lane keeping) is fast becoming default option across manufacturers. Tesla will take a dip in sales if such 'basic' option is no longer available.
Whether side A > side B is to be seen.
Not paying $99/mo for it.
The issue is not that “FSD” is $99/mo. The issue is that a feature of $22k cars (lane keeping) is behind the $99/mo paywall.
Basically not enough people were buying the subscription for Elon to get his payout. But someone who just wants auto steering isn’t going to decide they’ll pay $99/mo for that. So this is just going to make people who like that feature not buy a new Tesla when the time comes.