Subject: Re: FKA : TSLA
Perhaps more importantly, the Cybercab is supposedly going to be much cheaper than the Model Y (which has an ATP of about $55K, making it a more expensive choice to put into a rideshare fleet). So what works economically for a $25K car may not work for one that costs twice as much, especially since that's one of the main features that Tesla has identified that differentiates their service from Waymo's.

And then there's the big operational question of whether a system that works for fleet-owned cars can allow individual car owners to have true self-driving. No Level 5 car exists today. ...

Of course, Tesla has promised those folks they would have Level 5 access when it was ready, but that might end up being a very expensive negative proposition for them - so it wouldn't shock me if the Cybercab launched as a TaaS operation and Tesla never flipped the "switch" that Musk has referred to as the metaphorical activation of Level 5 driving on all existing Teslas.


I don't disagree with anything you have said, but what I meant is that FSD will eventually get to all Teslas, and then they can do what they want with it, including getting it to do rides for others. This is essentially what Musk has said many times, when he has said (paraphrased) 'With FSD, why would most people buy any other car, when it can not only be used by you but it can also generate income when you're not using it?'

So if and when FSD ever works, as you say, it will probably start with Cybercabs, but it could eventually be used as a taxi service by any of the millions of people who already have Teslas. And of course, for many people, a Tesla would be hugely more valuable if it could drive them around without supervision, allowing them to waste more time on social media, sleep, etc.

dtb