BREAKING: Tesla FSD Now $99 Per Month

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  • Опубликовано: 30 май 2024
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Комментарии • 726

  • @plixie1
    @plixie1 Месяц назад +131

    I was complaining to my wife about 200 a month. And I would never. Then boom....So yeah, I already signed up for 100

    • @pokerchannel6991
      @pokerchannel6991 Месяц назад +2

      yeah, women need it. women drivers. . .. The other drivers thanks you. The world at large thanks you. Saving the world one bad driver at a time. Another one off the road is a safer road for all of us.

  • @kylelieb2977
    @kylelieb2977 Месяц назад +220

    $99 is the right price. It is affordable for most folks.

    • @jameschristiansson3137
      @jameschristiansson3137 Месяц назад +10

      Worth it to me.

    • @user-ty6es1nv5s
      @user-ty6es1nv5s Месяц назад +7

      99 bucks is a no brainer!!!

    • @BuRNingFLaN
      @BuRNingFLaN Месяц назад +11

      Great price drop 🎉🎉 hopefully one day will be 50/month!

    • @nathansuss
      @nathansuss Месяц назад +1

      Correct

    • @Endymion.
      @Endymion. Месяц назад +1

      Ohh wow! Now all we need is the fsd avoid holes lol in PR is crazy

  • @raymondmclaughlin3616
    @raymondmclaughlin3616 Месяц назад +106

    After two weeks of Fsd demo my wife and I are hooked! Got the subscription moments ago. We use it 98% of the time.

    • @kevic0714
      @kevic0714 Месяц назад +3

      same same here

    • @dont_hit_trees
      @dont_hit_trees Месяц назад +2

      Love to hear!

    • @dennislam3111
      @dennislam3111 Месяц назад +7

      Lets go for 60% adoption rate

    • @rgeniec
      @rgeniec Месяц назад +3

      I feel the same but $99 is a tough call. I’m on the fence. Is it needed? I may do it just for the summer road trips.

    • @tonycowan5022
      @tonycowan5022 Месяц назад +2

      Totally agree. Even $99 is steep. I don’t need it daily. Still have my ice car too. But if I need it, I will pay the $99

  • @cascadiadesign
    @cascadiadesign Месяц назад +81

    $99 / month = $3.30 per day. So instead of stopping at Starbucks once a day, I'll make my own coffee in the car. While watching the road of course :)

    • @HTx78
      @HTx78 Месяц назад +1

      Starbucks is like $8/day for women… source: my wife

    • @robin2thek
      @robin2thek Месяц назад +1

      Girlmath

    • @thomasdtrain
      @thomasdtrain Месяц назад

      Silly mental gymnastics

    • @BobbieGWhiz
      @BobbieGWhiz Месяц назад

      Or put it into a retirement fund or college fund…

  • @jamesdiefendorf9878
    @jamesdiefendorf9878 Месяц назад +54

    I’ve had FSD for 3.5 years. Version 12 is so amazing. I will never own a car in the future that doesn’t have this feature. Even at level 2 it takes so much work out of driving. NJ has tons of stop and go traffic. FSD makes this a no brained.

    • @torresthemonster
      @torresthemonster Месяц назад

      Now it makes sense why Tesla in Nj are so slow…

    • @APatchworkCanvas
      @APatchworkCanvas Месяц назад +1

      @@torresthemonsternj people drive like they can respawn

    • @ktwatches
      @ktwatches Месяц назад

      @@APatchworkCanvas what, you don’t have this ability?

  • @Mr_Nobody_CA
    @Mr_Nobody_CA Месяц назад +39

    For $99, it is a pretty good deal. I had it for coupe weeks and made my 45 minutes commute more relaxing

  • @randytaylor4766
    @randytaylor4766 Месяц назад +60

    I love FSD but I was not going to pay $199 per month for it. At $99, I might bite!

    • @KrustyKlown
      @KrustyKlown Месяц назад +4

      $50 is the sweet spot, where owners pile in.

    • @bearcubdaycare
      @bearcubdaycare Месяц назад +3

      ​@@KrustyKlownIf FSD truly proves to reduce accidents, then one might get that via cheaper insurance rates. If Tesla believes in the claimed reduced risk, and can convince their insurance partner, then they should indeed reduce the price of Tesla insurance if FSD is used.

    • @mohammadwasilliterate8037
      @mohammadwasilliterate8037 Месяц назад

      *Tesla insurance is around 30% saving I heard, so that makes FSD very cheap!!!*

  • @fatcat220
    @fatcat220 Месяц назад +26

    They got me. I've been on the free trial for about 2 weeks. Ends on April 30, and wouldn't pay $200 a month. But at $99 a month is reasonable for as awesome as it is now. I have an hour commute to and from work. Makes it a lot less stressful commute

  • @jamesdiefendorf9878
    @jamesdiefendorf9878 Месяц назад +39

    FSD normally is not transferable, and if you total the car, FSD can’t get moved to replacement car. This needs to change or paying full price is not worth it

    • @DanielAlves1
      @DanielAlves1 Месяц назад +6

      It just did change. Subscription is the way.

    • @dont_hit_trees
      @dont_hit_trees Месяц назад +2

      Agreed. Should be the driver, not the car. Makes total sense in a “supervised” scenario.

    • @dont_hit_trees
      @dont_hit_trees Месяц назад

      @@DanielAlves1it did not

    • @aaronbounds1336
      @aaronbounds1336 Месяц назад +1

      The subscription should definitely follow the payer, not the vehicle. Many other subscriptions are like that.

    • @MarcioSouza1
      @MarcioSouza1 Месяц назад

      Even with transfer, it doesn't make sense, as breakeven of buying is now 10 years ($12K/$100/mo=120mo=10years)

  • @MADOCHOGRINGO
    @MADOCHOGRINGO Месяц назад +102

    as someone who spent $10k on FSD i wish i didnt buy it outright now that i could get it for $99 a month. As a TSLA shareholder i think its a great idea

    • @CynicalAboutAI
      @CynicalAboutAI Месяц назад +7

      99$ for now, You may not regret that when it goes up every month. I'm sure this is just to farm data for now and adoption.

    • @bflying
      @bflying Месяц назад +6

      Holy crap! I'm a shareholder who also paid $10k for FSD. Pisses me off. Turns a 4 year payout to over 8. With over 80k miles on my car in two years, and estimated 75-80% depreciation already...I feel robbed. Not to mention that FSD has absolutely zero resale value. 🤦🏼‍♂️. Yes the software has finally shown some improvement after a full year of regression, but still a loonnnng way from the finish line. I like driving my Tesla more than any past vehicles, but in around 3 years will be a fully depreciated disposable product. Certainly NOT a smart investment. Just a fun, but very expensive toy. Tesla should offer a full FSD discount towards future purchases.

    • @FeiraxIS350
      @FeiraxIS350 Месяц назад +15

      @@bflying For folks who pay in full, they should be able to keep and transfer to any Tesla they own. Would lock a lot of buyers into the brand too.

    • @tabbott429
      @tabbott429 Месяц назад +6

      @@bflying Cars are always depreciating assets and yes the 10k FSD wasnt technically worth it but you did help fund Tesla as an early adopter. Be proud of that. Without ealy adopters there likely would be no Tesla and we'd be stuck driving ICE garbage being robbed at the pump while legacy auto made excuses about how inefficent their products were.

    • @singed8853
      @singed8853 Месяц назад +2

      @@bflyingit was a foolish decision on your part it sounds like. The software sucked hard and I would not have paid $100 when you did to have it. Live and learn. Upselling.
      Mass market cars are not legitimate reliable investments. If you listened to Elon you should have known better. He’s literally a car salesman …talking to you about how the cars of his company will appreciate. Laughable stuff.

  • @AlexReusch
    @AlexReusch Месяц назад +19

    Now they should make it a personal subscription bound to your user profile. This enables you to use FSD in any Tesla you are driving, even on rental cars. Also, make a yearly subscription for 1'099.- and add a family subscription for up to 4 members living in the same household.

    • @qwazy0158
      @qwazy0158 Месяц назад +1

      If Tesla does it is a bad rub for FSD purchasers who currently have it tied to a vehicle, but yeah it makes sense down the road.

    • @XKS99
      @XKS99 Месяц назад

      @@qwazy0158Tesla should upgrade everyone who has it to a lifetime subscription for one car.

    • @Steph1
      @Steph1 Месяц назад

      @@qwazy0158I’m quite confident he also means you could then change your car-subscription to a personal subscription

  • @kylelieb2977
    @kylelieb2977 Месяц назад +27

    2 million cars this year, 4 million next year, etc...

    • @MrCPPG
      @MrCPPG Месяц назад +2

      I bet they will have trouble getting above 2.1 million sold. Not a knock on Tesla but we are in a tough economy. High interest rates doesn't help.

    • @zandercerlong7238
      @zandercerlong7238 Месяц назад

      @@MrCPPGnot accurate

    • @jebes909090
      @jebes909090 Месяц назад

      @@zandercerlong7238 very accurate. the world economy is in the dumper

  • @mattsenkow6986
    @mattsenkow6986 Месяц назад +24

    In the 3.5 years of the FSD Beta program there were zero fatalities and zero serious injuries. People will conflate/misremember Autopilot accidents as being FSD Beta - they were not. It was flawless in the beta. Remember that.

    • @bear4278
      @bear4278 Месяц назад

      Errrr… Hans von Ohain?

    • @cosmocalisse
      @cosmocalisse Месяц назад

      Not getting injured is the absolute lowest possible standard for measuring the quality of a ride.

    • @patrutherford9600
      @patrutherford9600 Месяц назад +1

      @cosmocalisse but the most important when you consider the "potential" to avoid fatalities.

    • @someoneelse6934
      @someoneelse6934 Месяц назад

      Wrong. Hans von Ohain died and investigators confirmed that full self driving was engaged at the time of the crash.

    • @patrutherford9600
      @patrutherford9600 Месяц назад

      @@someoneelse6934 with a BAC of over .26 I don't know how we can assume that even if fsd were engaged at one point,, that it wasn't disengaged at any point before the crash. I dint think its a coincidence that the issues I have seen seem to all have quite high BACK. If you have seen something conclusively pointing to fsd being active at time of crash, point us to it

  • @vegansLucko
    @vegansLucko Месяц назад +4

    I received a complimentary 30day FSD trial yesterday. THIS THING IS UNREAL IT DRIVES IN BAY AREA TRAFFIC BETTER THAN 50% of drivers

  • @darylfortney8081
    @darylfortney8081 Месяц назад +12

    Called it last week. Now they just need to lower full price under 7k and make it transferable

    • @dynomotivedyno9194
      @dynomotivedyno9194 Месяц назад +2

      It's a DESPERATE move. Couldn't sell it for $10k, couldnt sell it for $199. Then made it transferable, Now $99?
      This is telling at how bad things are for Tesla.

    • @darylfortney8081
      @darylfortney8081 Месяц назад

      @@dynomotivedyno9194 or it wasn’t ever a reasonable price and they finally recognize the obvious

    • @darylfortney8081
      @darylfortney8081 Месяц назад

      Well, at least the new price of $8k is a step in the right direction 😉

  • @acmkamos
    @acmkamos Месяц назад +15

    Now we are talking. I think 50% will adopt now. I would also like a 10c /mile option with an option to switch on /off when you need it

  • @reedkelly6145
    @reedkelly6145 Месяц назад +10

    FARZAD:As for the transition, ICE to EV, have you ever talked to people in the RC industry? About 2010 is when brushless motors became mainstream, and since then 2 stroke nitro (gasoline) RC vehicle have declined in sales DRAMATICALLY! Brushless RC vehicles with lipo batteries are about 30% faster than 2 stroke, have about 80% more acceleration, much less service, much less problems, water protected.... basically every aspect of electric brushless RC vehicles are better. I see this as great insight into the future of EVs as this exact same thing happened in the hobby industry with the RC vehicles. Hobbyists loved gasoline vehicles, then electric brushless came to market, was superior, and gas vehicle sales crashed. The majority of the transition, I would estimate at less than 5 years, 2010to 2015. I really think you should interview some hobby professionals / persons in the industry, and they can explain to your viewers exactly what happened in the hobby industry and how what they saw applies to the auto industry. Really is fascinating, with direct comparisons.

    • @eyesuckle
      @eyesuckle Месяц назад +5

      The big difference is that a car is much larger purchase. People buy full-sized cars with the expectation of owning them for at least 10 years. The full transition to EVs will take considerably longer than it did RC vehicles. People may well realize the superiority of EVs very quickly, but many will not be able to immediately ditch their ICE car for an EV if they purchased the ICE car only three years earlier and are still making payments on it.
      That said, they would be foolish not to. ICE cars will be almost worthless in 10 years because you won't be able to sell a used one and get any money for it. There will be some die hard gas aficionados purchasing corvettes and mustangs, but there will be almost no buyers for that used Toyota or Volkswagen.

  • @masonsaunders
    @masonsaunders Месяц назад +10

    Not about the money. It's all about the data

  • @elvinthalund5193
    @elvinthalund5193 Месяц назад +17

    $99/month is for FSD (supervised)=L2. There will be L3/L4/L5 options, but the difference is not just capabilities it is who is liable, so there have to be an additional (insurance) liability cost with L3/4/5.
    The one time $12K will include L3/4/5 capabilities, but will likely require an additional liability insurance for L3/4/5 usage.
    Note: the L3/4/5 liability cost could be lower than current L1/2 liability insurance ;)

    • @markthomas7279
      @markthomas7279 Месяц назад

      I think that's a good commentary.

    • @DavidSaintloth
      @DavidSaintloth Месяц назад +2

      That's silly. The system is already L5 capable just need to terminate routes better & deal with a few rare edge cases.
      As it improves the improvements should not be in tiers that's greedy for no reason.

    • @MbT379
      @MbT379 Месяц назад

      Liability is still on the driver or in some states the owner of the vehicle. Tesla should keep it a supervised system in privately operated vehicles. Fleet vehicles is another issue (for example Robotaxi), there the operator/owner of the fleet should be liable. The system needs to be fully tested over a period of years before Tesla or the License holder (? Ford) accepts liability.

    • @elvinthalund5193
      @elvinthalund5193 Месяц назад

      @@MbT379 By definition liability is on the car manufacturer if it’s L3/4/5, this is why Tesla call it supervise, which is the NHTSA/SAE Definition.

    • @elvinthalund5193
      @elvinthalund5193 Месяц назад

      @@DavidSaintloth silly or not Tesla calling it supervised means by NSTSA/SAE it is L2 and the driver is liable. Tesla decides when and who pays for the liability when they move to L3/4/5.

  • @jimmurphy5355
    @jimmurphy5355 Месяц назад +8

    Is there any lower price for folks like me that paid $6,000 for enhanced autopilot? We already used to get FSD for $100 per month before the price drop. It seems like we should still get a discount compared to those that didn’t pay $6k.

    • @takingheat7278
      @takingheat7278 Месяц назад +2

      This is very unfair and not well thought out practice.. We, (enhanced AP buyers) that shell out $6k just so we can subscribed at $99. We need to file a complaint with Tesla.. All of us wasted $6000 for the bait and switch tactic by Tesla..

    • @davidmitchell1920
      @davidmitchell1920 Месяц назад +3

      We should be refunded 3k

    • @TeslaDawg
      @TeslaDawg Месяц назад

      I'm in the same boat and not happy. Telsa should just give us EAP buyers FSD for no additional cost at this point.

  • @michaelsloan224
    @michaelsloan224 Месяц назад +5

    I think that Jeff Lutz recently said that about 23% currently either bought FSD or are paying $199 so it may take 40-45% just to break even if its lowered from $199 to $99. Although I think that at $99 Tesla could get 80-95% adoption rate - at $99 it is really a huge bargain IMO. Farzad you are doing an amazing job !

  • @Sharky_Swims
    @Sharky_Swims Месяц назад +4

    - one time payment is actually more than $12K when you take into account opportunituy cost.

  • @JeanPierreWhite
    @JeanPierreWhite Месяц назад +10

    Assuming 72 month ownership. That's $7,128.
    Outright purchase at $12 makes no sense now, especially since you can't transfer to a new car.

    • @JohnJay-yd9hr
      @JohnJay-yd9hr Месяц назад +1

      Until June you can move it to a new card

    • @mark-ge8dr
      @mark-ge8dr Месяц назад +2

      And he did give a plausible theory as to why Tesla is still offering that option. We’ll just have to wait for 8/8, I guess

    • @deltaechomusicnh555
      @deltaechomusicnh555 Месяц назад +3

      I don't think it will remain 99$ forever.

    • @Noah_7s
      @Noah_7s Месяц назад +1

      What about if you have eap already, it would cost $6k should you buy it then?

  • @fatcat220
    @fatcat220 Месяц назад +5

    FYI my mother-in-law, who doesn't like Elon, is now thinking about getting a Tesla after I demo'd FSD. She said it will give her more freedom to drive to more places and feel safer.

    • @SpaceDad42
      @SpaceDad42 Месяц назад

      She one of those purple-haired pronoun users?

  • @edsta714
    @edsta714 Месяц назад +4

    For $12K they should allow transfers to a new car. Also they should start with robotaxi hailed by license drivers so only empty cars would be autonomous. I don’t mind driving to my destination for the most part but if I don’t have to park it and it meets me at my front door that would be great. And have your seat and radio setting pre-programmed when it pulls up to your house that would be awesome.
    It would be good for people that don’t trust FSD yet. At least for a while.

  • @larryburford1871
    @larryburford1871 Месяц назад

    Excellent episode Farzad
    I especially like the balance between your insights and your hesitations

  • @Steph1
    @Steph1 Месяц назад +5

    Great change. When it’s actually FSD (unsupervised) it can be increased again 👍

  • @MaxThibodeaux
    @MaxThibodeaux Месяц назад +2

    FSD 12 is a new product that leverages machine learning the way George Hotz’ comma 3 device does. It doesn’t need to be programmed and tested then improved via human software engineering. It just needs test data and compute to simulate and improve without changing the code base. The data pays it’s own way, and $99/mo is an acknowledgment of that plus a recognition that the price can go up in the future.

  • @jobhunterpro9475
    @jobhunterpro9475 Месяц назад +6

    Great news on the new $99 FSD pricing. Another idea to improve the FSD take rate is to offer an additional discount for seniors. Point of reference, on 12/2023, the average Social Security check was $1,767.03. FSD subscription would be over 5.6% of that amt. That's still pretty steep for a demographic that will likely need it the most as age-related driving skills deteriorate.

    • @BobbieGWhiz
      @BobbieGWhiz Месяц назад

      At this point, I wouldn’t trust FSD or my 93-year-old father-in-law to give me a drive. Either one would be way too stressful.

  • @retiredbitjuggler3471
    @retiredbitjuggler3471 Месяц назад +3

    Question: Does anyone know if Cybertruck reservation holders will have the option of getting FSD at the price when the reservation was placed? I selected FSD when I placed my reservation and it was only $6k at that time. I haven’t heard any mention of this. I understand the vehicle price creeping up, but not sure I feel the same way about software.

  • @ryanwelsch9384
    @ryanwelsch9384 Месяц назад

    Hey Farzad, just so you know there are still only 8 cammas viewing the road like most other Teslas. From the owner's manual:
    A camera is mounted on the tailgate.
    A camera is mounted in each door pillar.
    Two cameras are mounted to the windshield above the rear view mirror.
    A camera is mounted above each front wheel.
    A camera is mounted above the grille on the front bumper.
    I think the delay of FSD and autopilot is mainly because of the rear wheel steering and the changes with the steering at different speeds..

  • @CarloHerrmann
    @CarloHerrmann Месяц назад

    Great master of improvisation… your mental dexterity shines !!! Thanks Farzad ,. You rock. 🎉

  • @philipcunio4089
    @philipcunio4089 Месяц назад +14

    I just signed up. It’s cheaper than cable tv, by a lot.

    • @coolco1619
      @coolco1619 Месяц назад +1

      As cheap as some broadband deals. Unbelievable.

    • @SpaceDad42
      @SpaceDad42 Месяц назад

      Who pays for cable tv these days?

  • @irgtk
    @irgtk Месяц назад +3

    Just signed up for FSD.

  • @sdau9660
    @sdau9660 Месяц назад +1

    Imagine having a Tesla semi based RV. You are out on the road. You can go to the washroom, play games at the dinette with your wife and kids, make yourself a sandwich, go for a nap. My road trips to Disney world from Atlantic Canada will become WAY less stressful than they have been. Ok that is still a few years from now but I can see it.

  • @lorincbarat7850
    @lorincbarat7850 Месяц назад +13

    This news are awesome. Now I can afford it. 🎉

  • @randyhou8522
    @randyhou8522 Месяц назад +3

    Keeping $12k price makes sense as it gives indefinite access to FSD as it improves. As FSD gets better I’m sure the monthly price will go back up. ESP when L3 is unlocked

  • @jamessdavis5201
    @jamessdavis5201 Месяц назад +4

    Good move. That's an excellent price point and will definitely have a positive conversion rate post free trial. 💪

  • @hugochan2821
    @hugochan2821 Месяц назад +3

    Ok. Now everyone will subscribe. Well done. Hope it will be roll out to more countries this year.

  • @mentalstatement
    @mentalstatement Месяц назад +10

    They need more data for their robo taxi training

    • @JeanPierreWhite
      @JeanPierreWhite Месяц назад

      They need more cash.

    • @eyesuckle
      @eyesuckle Месяц назад +3

      @@JeanPierreWhite Oh yeah. With $30 billion in the bank, they're desperate for free cash.

    • @anthonybha4510
      @anthonybha4510 Месяц назад +1

      I think you have the answer here!

    • @JeanPierreWhite
      @JeanPierreWhite Месяц назад

      @@eyesuckle As big as Tesla are now they can burn through that quickly. Looks like demand will be soft for a prolonged time. Tesla need cash coming in after the sale.

  • @eftinga
    @eftinga Месяц назад +3

    It does seem like they are wanting people to switch to subscription. It’s a more consistent income and does away with them having to deal with people wanting to transfer it to new cars AND they can raise the price at any time.

  • @OnlyPenguian
    @OnlyPenguian Месяц назад

    The transition to Level 3 that you described would not work in Australia. Here we have regular reinforcement of rules that say that you need to pay attention while driving, to the extent that there is surveillance and detection of mobile phone usage. Any Level 3 car would need to be clearly marked while it is in Level 3, so that it is not pulled over and the owner fined and subjected to loss of points. Meanwhile we still don't have the Version 11 stack here, let alone 12. I paid for FSD capability when I bought the car in 2020 and am still using the old Autopilot stack while waiting for the new software to finally be deployed here.

  • @David-sz5uw
    @David-sz5uw Месяц назад

    Love the show... From watching your show you fail to add many car still have version 11.1 software v24.8.9 I have a model 3 Standard... From what I understand 24. branch is still waiting I put in a service request to see why this branch has yet to receive...
    Keep up the great work!!

  • @cpangws
    @cpangws Месяц назад +1

    Chrysler was the first manufacturer to implement the device in 1958. They called it “Auto-Pilot” and it appeared in their luxury model as an upgraded option. Soon after, General Motors installed it in their Cadillac vehicles, naming it “Cruise Control” which has stuck to this day. Today most cars and truck have Cruise Control. At first this was a novelty but, today most don't use it as it useless in heavy traffic, this will be the same with FSD it will be useless in heavy traffic and is not reliable as you still need a supervised driver you might as while drive the car yourself for free than pay $99.00

    • @BobbieGWhiz
      @BobbieGWhiz Месяц назад

      Tesla standard auto pilot works really nice in heavy freeway traffic for me. And I’m not a big fan of the FSD experience.

  • @mackman77095
    @mackman77095 Месяц назад +3

    Wonderful company. Anybody that thinks Tesla is just a car manufacturer is way off. No other "car" company in the world will have this amount of subscription revenue.

  • @uchennaanumba2278
    @uchennaanumba2278 Месяц назад +1

    FSD subscription is now available in Canada for $99CAD/month! I just subscribed!

  • @StormyDog
    @StormyDog Месяц назад +2

    I think FSD should be tiered for low mileage, medium mileage, high mileage and rideshare drivers. It would especially be a safety boon for low mileage retired folks that would also help with their mobility. Cost per mile would work if the cost is low enough. If cost/mile is not very low cost, people would tend to use the mileage model as little as possible.

    • @markthomas7279
      @markthomas7279 Месяц назад +1

      As a pricing analyst for old style telecoms pricing I can assure you there are many ways to skin the pricing cat. Remember telcos used to charge day evening and weekend rates plus local long distance distance and international. Elements of this kind of structure are implied in the insurance modelling. Ie night time is expensive. Interested to see how this plays out.

  • @richspivey1553
    @richspivey1553 Месяц назад +3

    Ultimately i see all manufacturers licensing this software for all new cars, probably be around $50 a month for most drivers.
    Potentially quite alot of revenue.

    • @matthiasherfert1342
      @matthiasherfert1342 Месяц назад

      Exactly, in 20 years, global fleet of EV's say 300 million cars, 3t $ annually, oops 😂

  • @RyoshiKuraOka
    @RyoshiKuraOka Месяц назад +1

    Why did they drop the price? Price/Demand elasticity. Basic Economics.

  • @aaronbounds1336
    @aaronbounds1336 Месяц назад +8

    So glad I spent $6K on enhanced autopilot, for all of those features…I never got. 🙄

    • @takingheat7278
      @takingheat7278 Месяц назад +5

      This is BS… i paid $6k for enhance.. now i am paying the same $99. I should be paying $49

    • @Randomstuffytiscool
      @Randomstuffytiscool Месяц назад

      This is my case too this sucks and we have to get a better deal on this

    • @meldramir
      @meldramir Месяц назад

      Same here but i live in Europe i think it will change i think soon

    • @davidmitchell1920
      @davidmitchell1920 Месяц назад

      Yeah Elon always screwing the people who upgrade we already took a hit with our cars depreciating because of price drops and now he drops fsd subscription for people who have basic autopilot while everyone else who paid double for enhanced get nothing

    • @josiahbrandt150
      @josiahbrandt150 Месяц назад

      $99 is to expensive for 90% of Americans, although most Tesla drives may be able to afford it, but $99 is to expensive still the price should be is that $29.99 range, the reason that price is justified is you're paying for a service that you don't need, if bills get tight the first thing that would go is my FSD not my phone not my home Internet.... Because FSD isn't needed it's a luxury/ privileged item.

  • @beardfootofficial
    @beardfootofficial Месяц назад

    I just saw this! Then got notified of your video….you are ON THE PULSE

  • @kevhuynh27
    @kevhuynh27 Месяц назад

    Thanks!

  • @JasonKrasavage
    @JasonKrasavage Месяц назад

    Subscribing to FSD was wild at $2400/year. Like, there goes all of your gas and MX savings. But at $1200, well that's much more palatable. It would also take 10 years for that to catch up to the full purchase price of $12,000, and most folks don't keep their car that long.
    I opted to find a used Tesla that already had the feature, given that on the used market you really only pay like $2000 more for the feature tops. I'd still never subscribe even if I didn't already have FSD, because I bought the car to save money on gas, but it's definitely a lot more attractive at that price. I think they are going to make a ton of money.

  • @akeem11h
    @akeem11h Месяц назад +2

    Plus the uptick in FSD training

  • @edkondrat8716
    @edkondrat8716 Месяц назад +2

    I'm In the group that feels the 99 is worth it to me was struggling with the 199 rate and if I would subscribe. Will definitely do so now

  • @dennislam3111
    @dennislam3111 Месяц назад

    Price is right and makes more sense, avoid the transfer rights issue all together.

  • @simonmeade6611
    @simonmeade6611 Месяц назад +1

    The big question is when is it coming to Berwick? (It’s a small suburb in Melbourne Australia but I’ve counted at least 5 Tesla’s)

  • @streetmoney21
    @streetmoney21 Месяц назад

    The problem is if you pay for an FSD subscription and you are not on version 12 already you will not be on the latest version and that’s a huge problem. There is no information to tell us when they will have all vehicles updated. People should not have to pay for the old version.

  • @peteconz
    @peteconz Месяц назад

    regarding purchased FSD, my expectation is that I'll always have the highest level of autonomy available. Possibility of levels was mentioned, where $99 was for supervised, $199 (my est) for unsupervised when it's available. Makes sense to me. For current 'owners/early adopters' my expectation is latest/greatest/fullest capability is granted. So at purchase I assumed I was buying L4 when available.

  • @d21mike
    @d21mike Месяц назад

    Last question was about how long FSD on Cybertruck. Elon said it was a low priority. My current thoughts are it is just that a low priority until FSD v12 was done and on all cars. Remember until last couple of days legacy MS and MX did not have it. Was it because of not enough training data or what? I am thinking it was just not a priority because of how important it was to finish v12 and they have a huge number of M3/MY's to get it working on first. If I am right we should be getting it for the CT in maybe another 30 days??????

  • @davidapatrickmoore
    @davidapatrickmoore Месяц назад

    I agree with Jeff Lutz, an FSD per mile model makes so much more sense (10 cents a mile with a $99 max curling.)
    Also, transferable FSD is required (that's my suggestion). If you buy a car with $12,000 worth of FSD and a tree falls on your card the day after you bring it home WTF!!!
    Also, if you have FSD on your car and you're trying to sell it and recoup some of that $12,000.That's a high hurdle.
    That's all

  • @ReverendRandy
    @ReverendRandy Месяц назад +2

    Just returned from a short 3 hour road trip and am fully sold on amazing FSD. I would get it in a minute if my retirement covered it. Peace

  • @SpeakerKevin
    @SpeakerKevin Месяц назад

    Thanks, I just subscribed to FSD.

  • @DanWS100
    @DanWS100 Месяц назад +1

    If the cars could communicate with each other, they could be aware of traffic conditions to avoid congestion, accidents, bad weather etc

  • @MbT379
    @MbT379 Месяц назад +2

    Need to just go to a subscription model and somehow give credit to those who purchased FSD. I am confident Tesla will figure that out. Agree the subscription needs to follow the driver. So whatever Tesla I drive or rent I can utilize my subscription.

  • @stevedowler2366
    @stevedowler2366 Месяц назад

    That's the number (sub rate) that I've posted as a reasonable value. My guess is that somewhere from 60 to 80% will signup. Yes, it's more data and it should add more outlier drivers, by that I mean suburban drivers, local area, not commute drivers, rural drivers and more. I drive rural roads, some of which have no marker lines or faded ones - much like Dirty Tesla. I think it's a great move and will be a significant boost to volume of FSD drivers.

  • @jackblanchard
    @jackblanchard Месяц назад +2

    Can FSD open your garage door or open your gate , Liftmaster remote?

  • @RogerWilsonTodd
    @RogerWilsonTodd Месяц назад +1

    FSD Super vised doesn’t save time, reduce attention requirements, or lessen liability, and claims of increased safety are difficult to demonstrate.
    FSD, in its current form at $99/month, is just a gee-whiz way to drive that will achieve around 40% adoption.
    To get to over 80% adoption, FSD needs to be priced at $49/month OR add time-saving or liability-reducing features.
    Only when Tesla has motivated mass adoption within its OWN fleet, will other automakers show interest in licensing.

  • @robmayofficial
    @robmayofficial Месяц назад

    Very good communicator 😊

  • @tHebUm18
    @tHebUm18 Месяц назад +1

    17:23 Buying FSD straight up never made sense unless you were super invested in helping them get it to work or money was no object.

  • @eddiegardner8232
    @eddiegardner8232 Месяц назад

    Still have not gotten the free demo on my new 2024 Model Y Dual Motor. It is on the 2024.8 software fork, rather than the 2024.3 version, and these newer cars don’t seem to be getting the offer. May have something to do with the “camera only”, no ultrasonics, thing. Whatever the reason, it seems to be an admission that “camera only” is not yet ready for prime time.

  • @hb0mb52
    @hb0mb52 Месяц назад

    Things will get nutty once we get into the v12.4 and v12.5 versions which presumably get released later this year. The value and take rate will 🚀

  • @markjustin203
    @markjustin203 Месяц назад +1

    I have a 2019 model three and I never got anything to enable self driving trial.

    • @genelin888
      @genelin888 Месяц назад

      Do you have hardware 2.5? If so, you can update the hardware 3.0 for $1000 then subscribe monthly.

    • @JohnJay-yd9hr
      @JohnJay-yd9hr Месяц назад +1

      Hardware 3.0 started late June 2019

    • @markjustin203
      @markjustin203 Месяц назад

      Purchased it new from Tesla December 2019

    • @markjustin203
      @markjustin203 Месяц назад +1

      Do u know how you can confirm the HW version? Can’t say I’ve ever looked.

  • @fatcat9468
    @fatcat9468 Месяц назад +1

    Lower the purchase price to $5K since we are still in level 2 / 3… When it gets to level 4 or even 5 then 12K is reaonable

  • @lukastast9245
    @lukastast9245 Месяц назад

    I have a couple ideas on how they would use the 12000 USD package 1: Tesla could lower the cut they take for each mile the car operates on the network, giving the customer more of the profit. I also think they are going to increase the price of the subscription as the car goes from level 2 to level 3 or 4. It makes a lot of sense as the valueadd increases significantly.

  • @darinl848
    @darinl848 Месяц назад

    Question, what about those that already paid 6k for EAP? No discount?

  • @fred1barb
    @fred1barb Месяц назад +3

    I really looked forward to real full self driving, My friend from who I got my 2020 model 3 paid the full freight for the beta and hated it. He felt cheated and then he died. I had high hopes for FSD and now I wonder what this says about honest dealing. $12000 for the beta is 121 months @ $99 per month. from the date when FSD (supervised) becomes actual FSD. Substitute any word you like for Beta, it is not finished software. You would be demanding justice if any other manufacturer/retailer did this

    • @markthomas7279
      @markthomas7279 Месяц назад

      I think the whole pricing structure will change. Whatever one off buyers paid in the past they need to compare to 200 per month backwards as this has been the subscription in place. So for instance the driver in comments above paid 10,000 USD 3.5 years ago. Thus 42 months x 200 = 8400. So we are in the ballpark. Let's see if further value is added to long term members. Plus we don't yet know whether long run pricing will be per car or per user, or even per mile. Once it's Level it might cost more. No doubt business version for Robotaxi will be more like a revenue share. I think the alternative for your friend would have been $200 per month but it does seem that he made a mistake buying something that he did not like. In fairness, research is a thing. Sorry it did not work out for him. I don't think it's a justice issue though. I suspect the old membership deals will get some value adds as the pricing is reviewed. I suspect $99 pm is a one off low. The price probably rise. I doubt there is a commitment to hold the price. This is a moving feast.

    • @bigdougscommentary5719
      @bigdougscommentary5719 Месяц назад

      ALL software you buy is Beta. Apple iPhones are Beta and are updated on a regularly basis.

  • @MrTedflick
    @MrTedflick Месяц назад

    I have version 11.4. When will I get version 12?

  • @francoischarbonneau9447
    @francoischarbonneau9447 Месяц назад +3

    Do you seriously think that the price would stay at $99 a month for the next 10 years? I don't think so, it could pay itself off by 6-7 years

  • @bigdougscommentary5719
    @bigdougscommentary5719 Месяц назад

    JUST got notice that one of my MYs has an update available.

  • @rosslarsen1270
    @rosslarsen1270 Месяц назад

    I told my wife and said we should sign up. She is still not convinced. Even during the free teial ahe does not use it. I use it every time. Also still not sure if it will be available in Canada and at what price.

  • @brianp8384
    @brianp8384 Месяц назад

    Thanks Farzad, one question: Regarding the FSD price reduction, I hear a lot of talk about Tesla wanting to just get as much data as possible to improve FSD. I guess that makes sense, but I also thought that Tesla is gathering all data from the entire fleet 24/7, regardless of whether they have FSD or not. So who cares if people are running FSD or just driving?

  • @kevtheobald
    @kevtheobald Месяц назад

    Would love to Tesla offer a $20 a day option. This would make $99 a month seem like a great deal, but for those who just want to try it out for a couple of days can pay a small fee to try it for weekend.
    Still a fan of an annual free week, maybe every 4th of July week for those summer road trips. The ret of the year give a $20 a day option for those not sure about FSD.

  • @DonnyBrasco26
    @DonnyBrasco26 Месяц назад

    With the disappointing delivery numbers for Q1 how bad will earnings be and if we do have awful earnings will the stock take further beating or is that priced in? Have the numbers been lowered by analysts and what are current estimates?

  • @andrewvercillo6225
    @andrewvercillo6225 Месяц назад

    Ordered!!!

  • @worldpeace9566
    @worldpeace9566 Месяц назад

    Drive per month salary in USA is around 2k usd per month.

  • @kmh032008
    @kmh032008 Месяц назад

    Can I just pay outright for the tacc+auto lane change?

  • @FrankGallagherr
    @FrankGallagherr Месяц назад

    Tesla is the best car company ever! No gas stations, No oil changes, No smog check, No corrupt dealership, No catalytic converter and as fast as a $650,000 Lamborghini .

  • @jm-qf3ty
    @jm-qf3ty Месяц назад +2

    Still haven't received the free trial

    • @Dmiller2q6
      @Dmiller2q6 Месяц назад

      Same here man smh

    • @keithlamontdavis8047
      @keithlamontdavis8047 Месяц назад

      Same here

    • @BobbieGWhiz
      @BobbieGWhiz Месяц назад

      You can have mine. My experience has been less positive than these super fans.

  • @OrganicStuff1
    @OrganicStuff1 Месяц назад +1

    What kind of food you delivering

  • @jonbowes5999
    @jonbowes5999 Месяц назад

    Hey Farzad, Models S3XY will require physical modification before they can SAFELY be operated in an UNSUPERVISED autonomous mode! The steering system in S3XY relies on a single electric motor and drive belt, there are many recorded instances of these motor and drive belt failing in use resulting in COMPLETE and immediate loss of electric steering assistance. In S3XY the human driver is the only backup, when the motor or belt fails the driver has to struggle to steer the vehicle to a safe stop without steering assistance using the manual linkage. Remove the human driver ready to take control and there will be crashes due to motor or belt failure. This has been addressed in Cyber Truck by the new steer by wire system, the mechanical linkage is removed and replaced by a second motor and drive belt thus delivering redundancy under system control. In the cyber Truck steer by wire system if a steering motor or belt fails the second motor and belt, which is very unlikely to fail at the same time, takes the place of the mechanical linkage to bring the vehicle to a safe stop informing the operator that it requires immediate service to correct the steering issue. To upgrade the S3XY they will need to be upgraded to the same steer by wire system. I believe it it unlikely anyone will ever operate their own S3XY with UNSUPERVISED autonomy, Tesla may buy back and modify these for use in the autonomous fleet. Their are also other obvious reasons why Tesla would be better NOT allowing owners to use UNSUPERVISED autonomy in their own vehicles, this does not support the mission! No one has yet bought a system from tesla that did not very clearly state it is no more than SAE Level 2 ADAS!

  • @paulsasso3806
    @paulsasso3806 Месяц назад

    I think they end the upfront purchase option, and offer only the monthly option, in the future.

  • @danbryda3849
    @danbryda3849 Месяц назад

    Very clever thought for the 12k$ as a placeholder to enroll in the fleet. Makes sense.

  • @davidgutting4317
    @davidgutting4317 Месяц назад

    I have hardware 2.5 on my 2017 model S. Any word on an upgrade, compatibility, etc? I would pay $99 a month when I need it but I have another year to pay it off.

  • @davidwill1320
    @davidwill1320 Месяц назад +1

    I think consumers that have no experience with FSD are likely to disengage more often than those who have been using it for a while. I wonder how this will impact training.

  • @dwaynejava
    @dwaynejava Месяц назад +2

    Wow. Im shocked. I think its a better deal and many more people can afford this.

  • @mikeroerig2499
    @mikeroerig2499 Месяц назад +3

    Question: Will insurance costs be less for cars with the higher levels FSD?

    • @JeanPierreWhite
      @JeanPierreWhite Месяц назад

      What higher level of FSD. It's FSD or no FSD.

    • @markthomas7279
      @markthomas7279 Месяц назад

      Depends on the insurable risk.

    • @MbT379
      @MbT379 Месяц назад

      Doubt it. Insurance is a for profit business.

    • @SpaceDad42
      @SpaceDad42 Месяц назад

      It likely will increase it.

  • @qwazy0158
    @qwazy0158 Месяц назад +1

    The 30 trial was more than a good gesture and plot for exposure. I think it was to gauge FSD in a robo dominated environment vs. human dominated to check for any deltas.

  • @AnthonyAlvarado78
    @AnthonyAlvarado78 Месяц назад

    Im considering it now.

  • @robertoelizalde5694
    @robertoelizalde5694 Месяц назад +2

    There’s only one reason and one reason only you dropped the price of anything. It’s because demand is not there.