In the world of Tesla Full Self Driving , I hear two main views. The Tesla bulls seem to pretend that it is a foregone conclusion that Tesla will solve FSD soon and the only thing left is details like, leaving the elephant in the room .
An economic point they are missing is that if 90% of the value of FSD is in the cities and in 1% of the land mass , you may be able to map that 1% of the land mass and capture most of the money. If I can take a robotaxi to all the places I go regularly and it also takes me on my vacations, we shouldn’t dismiss it just because it can’t go the places I don’t want to go.
The FSD take rate has been horrible over the last 8 years , showing the buying public agrees with me. Tesla just did a free trial of FSD and you can bet your bottom dollar that had it significantly increased the FSD take rate, Elon would have posted about that. The fact is that Autopilot is outstanding and free with every Tesla, so the only reason to buy FSD is if you like to play with the newest tech as toy .
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