David Ross

@wholemars While others are catching up, Tesla will be refining autonomy, not solving it any longer, and will be manufacturing millions of RoboTaxis faster than anyone else, while owning the supply chains.

Tesla: we just launched fully driverless cars, no safety monitors critics: Ha, there’s only a few of them. Tesla is so doomed. Nvidia: We hope to launch a few cars on Uber with human safety drivers in 2027 critics: Holy shit, that’s so impressive! Tesla is so doomed.

The goal is to significantly decrease injury and death and Tesla is leading the way. I support this suggestion.

@wholemars I still use 12 on my 2023 Model 3. Very few disengagements. If I do, it’s usually a wrong turn lane or navigation issue. The FSD team left it at a very solid build while we await mini 14, hopefully Q2. My wife has the 2026 Model Y, so still get to use 14, and it’s next level.

My Uber driver is using FSD 12. Definitely a better ride than most Uber drivers

@DirtyTesLa I have noticed some degradation with navigation. Where it used to take the correct route and go straight to destination, it now, at times goes some weird route the takes longer. In our location in Northern California it was pretty accurate, still is, just some hiccups.

I feel like something has changed with FSD lately... Have you noticed anything? Post clips if you can

Tesla- 5 million Model Ys sold since the first one rolled off the line 6 years ago today!

Figure - Figure’s Helix 02 humanoid robot autonomously cleaning a living room.

I don’t agree. I have over 15,000 miles driven on FSD and now use it 100% of the time. We are seeing reasoning and almost sentient like behavior, although unknown if it truly is. But, the point is the same chips and training is taking place in Optimus as they have done with FSD. Of course, the training from vehicle to Optimus is different , but Tesla has already done extensive training and continues too. Manufacturing is going to ramp up in Fremont, CA, and then Austin, TX. We are a lot closer than you think.

@RossDavidT @aelluswamy I would say we a ways off of Optimus in the household as business demand will keep prices out of reach for a while. Business uses are more or less single purpose and easier to train for. Personal use training will be more broad and take more time to train as well.

It really is! And the upcoming tech will make it even more so.

I would not say just FSD, I would say robotics and autonomy. Optimus will be manufactured by the millions and in homes and businesses throughout the world. Solving autonomy paved the way, now Tesla”s dominance in rapid construction and manufacturing will create RaaS on four wheels and in humanoid form.

Interesting, but a lot of unknowns, including how fast Tesla expands its own RoboTaxi fleet, which will be in direct competition with owners fleets. I have owned several businesses over the years and there is a lot missing here. Increase in fleet size = increase in liability and expenses. We also don’t know the business structure yet. I also want to do this, it will be interesting to see how it launches.

I plan on owning my own Tesla Robotaxi fleet one day. And the more I run the numbers, the more I realize this new business could become one of the most powerful income opportunities I've ever seen. This is how I'm thinking about it. Based on many analyst models and Tesla’s long-term vision, a reasonable base case assumption is about ~$30,000 per year in net profit per Robotaxi to the owner. This is after things like Tesla’s platform fee, charging, tires, maintenance, insurance, and cleaning. Of course, the network is still early and Tesla is just beginning to roll this out in pilot programs in a few cities, so there’s no official real-world owner earnings yet... but using reasonable assumptions around utilization, pricing per mile, and operating costs, the math starts to get really interesting. If one Robotaxi can earn around $30,000 per year, here’s what a fleet might look like: • $100,000 per year → about 4 Robotaxis • $500,000 per year → about 17 Robotaxis • $1,000,000 per year → about 34 Robotaxis It may sound a bit crazy at first, but when you break it down, it starts to make more sense. These vehicles could potentially drive 50,000 to 100,000+ miles per year in high demand areas. If the economics land somewhere around $0.25-$0.50 profit per mile after all costs, you end up right around that ~$30k per vehicle per year range. And remember, the Tesla’s Robotaxi network is going to work a lot like Airbnb for cars. You add your vehicle to the network, Tesla handles the software, routing, payments, and rider experience, and they take a platform fee (often modeled around 25-35%). The owner keeps the rest after operating costs. Another thing that makes this interesting is the expected cost of the vehicles themselves. Tesla has talked about the purpose-built Cybercabs costing roughly $25k-$30k and Elon told me production is starting in 1 month! If that’s even close to reality, a fleet capable of generating around $1 million per year could theoretically cost somewhere around $850k-$1M in vehicles. That ROI is pretty freakin good! Now to be clear, none of this is guaranteed. I'm just thinking out loud and sharing it with you... a lot still depends on regulations, how fast unsupervised FSD scales, demand in each city, insurance costs, and how Tesla structures the network. But if the system works the way Elon has described it for years, owning a Robotaxi fleet could become one of the most powerful forms of passive income I've ever seen. And I plan on sharing the numbers with everyone on 𝕏 when the day comes. Personally, that’s why I’m paying such close attention. Bc one day, owning a fleet of autonomous Teslas working for me 24/7 might be the modern version of owning a rental property, except instead of tenants, you’ve got robots driving people around all day while you sleep. This next book of Tesla is going to be so exciting!

The problem is that they keep switching terms and it confuses customers and then it creates posts, and finally media gets hold of it and makes negative headlines. It’s won’t matter moving forward now that its subscription, but this kind of switching for customers outside us fans of Tesla lowers trust in a company. We need all positive news around FSD to attract the masses.

@RossDavidT @AIDRIVR @Tesla @elonmusk It makes total sense. You purchase it for the use on your ownership of the vehicle. What’s the other example where you buy a product for one thing, pay a one time price, then get to transfer it to other products. Please share what that thing is?

Tesla changed the terms for FSD transfer and is not honoring what was posted on their website when many people (myself included) made orders glad they’re giving people their $250 back, but this is not right. I don’t like the bait and switch @tesla @elonmusk

@milliondivs @wholemars Embarrassing will be your comments when Tesla takes the market share with autonomous vehicles and RoboTaxi as everyone else realizes Elon’s vision and engineering was correct with vision only, and the competition can’t expand as fast as Tesla.

@wholemars No it’s not. One or two vehicles are being teleoperated. Still not impressed it’s almost been 12 months since launch and still no robotaxis without humans. It’s embarrassing

People are really passionate about FSD

@milliondivs @wholemars What? I think you don’t keep up with current events.

@wholemars No such thing as full self driving yet. Still not operational without a human

It makes no sense to purchase FSD if you can’t transfer it. What customers are getting tired of is the switching of terms so often. They have done this for years and the company is to mature to keep doing these type of on the fly changes. It’s subscription only moving forward, so it won’t matter any longer. I am a huge fan of Tesla and FSD, but this kind of marketing/ sales tactics need to change. This is more in line with legacy automaker strategy tatics, Tesla can do better in this case.

This is a niche issue. What% of people do you think were buying to transfer fSD. This is the kind of nonsense that happens when trying to find a way to squeeze a benefit out of every situation. The majority of the people ordering these trucks have no impact from this made up transfer situation

The only way purchasing FSD in the past would make sense is with a transfer, but Tesla changes their transfer rules so often, how are consumers suppose to trust what they actually get? Sure they get what they tell you at the time you purchase it, but look how many posts there are with current or potential purchases in the past confused about what they actually get, and will it include Unsupervised or is it only Supervised? Even what I wrote above seems confusing. Subscriptions for FSD and Optimus make the most sense. Especially for Optimus where they could include a full package, including maintenance and repair. We have two Tesla’s on FSD subscription and have been very happy with it. I use it 100% and my wife around 60% in her 2026 AWD Y.

@wholemars One transfer per customer purchase would not hurt the company. You're forgetting you have to purchase *an entire car* to even take advantage of that perk.

The cost of giving all FSD owners who bought in full the ability to transfer to a new car forever would be around $1 billion+ a year in ARR. 800,000 purchases * $99 a month = $950 million a year Current total FSD subscription revenue: $392 million ARR

Tesla Cybercab- First Cybercab off the production line from Gigafactory Texas.

@mikepat711 Had a very similar situation and V14.2.2.4 got us out. It’s come a longways. The dead end it took us into was a former road off the main road and I think some of this is Tesla’s nav/ mapping that they are working on updating.

FSD encounters a full parking lot and ends up getting itself into some trouble 😬 but V14.2 ain’t no quitter.

If you live in North America and own a Tesla, have you purchased FSD (Supervised) outright since the beginning of 2026?

Subscription and use 100% last two years. We have two Teslas both subscription. Tesla needs to keep these subscription prices at $99/month or lower or adoption will be tough to get to 10 million in a short period of time. I know they will raise for unsupervised and that will be the next hurdle in adoption. I know FSD will save countless lives when widely adopted, but mass adoption will be tough if much higher price even for unsupervised.

Did you buy FSD outright in your Tesla? Or will you be sticking to subscriptions going forward?

This is what most don’t understand. If they don’t follow Tesla or autonomy, then they don’t understand Tesla has solved autonomy, and the countless lives the technology could start saving while eliminating incidents like this. Widespread autonomy can’t come soon enough.