Posted by CharlesW 10 hours ago
Progress, for sure.
The next step will be remote monitors with the ability to drive if needed. That will be identical to Waymo I now.
Then the next step is nobody watching.
Progress is fantastic, it means more choices for consumers, lower prices, better tech.
Waymo expanded highway operations at the end of last year
https://apnews.com/article/waymo-autonomous-driverless-cars-...
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.