FSD:
FullFake Self Drivingeither that or Full Self Driving, as In any event, I already drive myself in any car.
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The number one thing Musk can do to prop up falling Tesla Stock is to remove himself from Tesla. He’s too volatile these days.
TSLA has a PE Ratio of 42. Toyota has a PE Ratio of 11.
If Tesla becomes a “normal car company”, we’re looking at 75% declines in the stock price. The only reason why its being propped up at all is because of Elon Musk’s cult of personality.
Yeah, Elon Musk has successfully tied himself to the company like a suicide pact. The Board is also largely under Elon Musk’s control.
He gets paid proportionally to the stock value, so it’s completely and totally about perception to him. Actual reality… who cares!
Tesla: people really like that you can just order a car online and not have to deal with slimey sales tactics. What can we do to fuck even that up too?
Since not every car they sell is capable of it, I’m guessing this means to demo it for everyone who ordered it (or ordered a car capable of it, since the subscription can only be enabled on such cars).
The delivery process takes like a handful of minutes, and everyone who orders one still has to go through it, so if they’re mandating a drive, I guess that roughly doubled the delivery process time.
Its very few cars that are not FSD capable, mostly older S and X. There are some older model 3’s (pre spring 2019) with hardware version 2 that I think can’t run modern FSD.
All the Model 3s with v2 were offered a free upgrade, I suppose there could be some people that never bothered and then sold their car, but if it’s in Tesla’s resale inventory I would expect them to have done the upgrade.
My 2018 Model 3 got the upgrade and I use FSD daily, though it still has the older revision of the display (just slightly less responsive in web browsing and games).
You only got the V2 to V3 upgrade if you bought FSD. I don’t think they blanket upgraded everyone with V2 or V2.5 hardware.
Ah, that makes sense. Looking at the FAQ page, it appears anyone who pays for the non subscription FSD gets the upgrade free, subscribers have to pay $1,000 for installation.
Same page says there is a camera upgrade available for some s/x/early 3s also restricted to purchasers of FSD.
And that is fair. Otherwise someone could subscribe to FSD, get their hardware upgrade and then cancel. Early S and maybe X used a completely different system for Autopilot developed by MobileEye. Tesla hates paying licenses so they drop Mobile Eye and started developing their in house AP/FSD. The MobileEye patents are why it took for ever to get a system that can read speed limit signs. But Mobile Eye was never released on Model 3 so there must have been some different cameras in use. Hardware 4 has more cameras and higher def but I haven’t heard that they are upgrading hardware 3 cars. The scale of that is way larger than it was back in 2019.
Ah, I wasn’t aware that new ones came “FSD Capable” by default.
Its hard for them to sell you FSD at $12k (or $199/mo) if the hardware can’t support it.
Running low on beta testers?
I’ve been car shopping lately and the number of cheap used Tesla’s is astounding. I see more in dealer inventories than I’ve ever seen on the road.
Desperation. Stock correction incoming. Elon needs to seperate himself from the brand for it to succeed.
I’ve seen this one before! Captain America lives out his days with the love of his life.
