Ali Safa retweeté

I don’t believe for one second that Tesla is planning on upgrading hardware 3 vehicles that have not purchased lifetime FSD.
There is absolutely no incentive or requirement for Tesla to spend the money to change hardware on a seven-year-old vehicle just because someone may or may not be paying a monthly subscription.
The answer is simple.
They will drop the monthly subscription for supervised FSD. They will make supervised FSD as good as possible on these hardware three vehicles without replacing expensive compute.
Then they will likely upgrade everyone that purchased lifetime FSD to either get them in a new vehicle or retrofit their existing vehicle.
There will be more opportunities for hardware three owners to parlay their license into a new vehicle.
If Elon said anything during that call that was meant to tap down the stock price it was definitely this idea that they are going to upgrade every single Tesla on the road to a hardware 4 equivalent. There is zero chance that that’s going to happen. Tesla has zero requirement or incentive to do so.
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