Ever since Tesla started rolling out Full Self Driving to non-employee Tesla owners in the US, people in other countries have been asking when they’ll be able to install and use FSD. As far as I remember, it’s always been a vague “someday…” kind of response. That hasn’t really changed, but some comments from the Tesla conference call today had me feeling like the day may actually be coming soon — perhaps in 2024, that is.
There were also some comments from Ashok Elluswamy about making some small changes based on different laws and standards in different markets but not needing to make big changes to the software stack. For example, in South Asian countries, they are much more strict about not crossing solid lane markings when changing lanes, they pointed out. It’s not 100% clear how Tesla would adjust things for those other markets, but the key point they emphasized was that it wouldn’t take a ton of work.
Tesla just recently slashed the price of FSD from $12,000 to $8,000 in the US. Part of this is, no doubt, to increase the take rate , but I think part of this is also just that the system has gotten good enough that Tesla is comfortable having more people use it — that people won’t be shocked at how bad it is as they might have been a few months ago. Again, this is a signal to me that Tesla would be more comfortable bringing it to more markets now as well.
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