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Albert C. Lee
10.6K posts

Albert C. Lee
@albertclee
Tech and travel obsessed
ÜT: 40.717014,-74.008816 Katılım Mayıs 2008
544 Takip Edilen1K Takipçiler

8/8
Even if the economics worked, the real question is whether any owner would want this level of invasive work done to a car that was otherwise running fine.
For the 3/Y cohort the new car deal math is clear. The S/X owners are the hard problem and I do not have a clean answer for them. The platform is discontinued. There is no equivalent vehicle to move them into.
That is a conversation Tesla has not addressed publicly. /🧵
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7/8
Here is the deal Tesla should put on the table instead. Like for like new car, $10,000 at 0% over 60 months, FSD lifetime license transfers, lifetime supercharging transfers. More if you want to upgrade (e.g. non-performance to performance)
Trade-in on the existing vehicle at wholesale recovers approximately $12,000 to $15,000 for Tesla. Estimated COGS on the new car is approximately $35,000, offset by $10,000 cash and $12,000 to $15,000 trade recovery.
Net cost to Tesla: $10,000 to $13,000.
Against a retrofit range of $8,600 to $22,450 plus warranty liability on a multi-system invasive job, the new car deal wins in the worst case and is competitive even in the best case once you factor in execution risk and infrastructure overhead.
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@MTmodel3 @niccruzpatane No. This is how it is for the EU for 14.
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@niccruzpatane WARNING:
If you upgrade to 14.xx you will lose this feature permanently!
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@cybrtrkguy My understanding is if you voted for the pay package, then you voted for a pay unlock at 10M FSD subscribers. Not purchases.
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Am I the only one who thinks this is an absolutely terrible idea?
-Subscription fatigue is real.
-FSD subscriptions can’t be financed. Now you make two monthly payments.
-HW3 owners will need to pay out of pocket for the retrofit.
-FSD license Transfer will be dead.
-Future autonomous vehicles will require ongoing payments regardless of ownership. (i.e. I buy a car without a steering wheel but it won’t work unless I keep paying?!)
-Subscriptions are easy to churn for temporary, seasonal, or cyclical time periods.
Essentially: “Pay forever or your car shuts off”.
Elon Musk@elonmusk
Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.
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@kirillzubovsky @LukaRadisic @terryleewhite @Kaweees @Ubiquiti @Breckworks The captive portal pops up like it would on your phone, but the MAC address being authorized will be from the UTR, not your phone. Same as other travel routers.
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@LukaRadisic @albertclee @terryleewhite @Kaweees @Ubiquiti @Breckworks How does the UI device get around captive portals?
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@terryleewhite @Ubiquiti This was definitely a pain to do, but if you’re having stability issues, give it a roll … big miss not having firmware updates working on day 1 when it needs one! hostifi.com/blog/how-to-fi…
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@alexymik @terryleewhite @Ubiquiti The primary use case will typically be hotels, which has both power and WiFi.
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@albertclee @terryleewhite @Ubiquiti It always needs to be plugged in and there’s no guarantee a place with public wifi (which a device like this is the most useful) will have available power.
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@alexymik @terryleewhite @Ubiquiti It’s not a hotspot. There is no SIM. A battery is not going to add value for this device.
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@terryleewhite @Ubiquiti I really wish it had a battery. 4 hours of use would be clutch. Then you could also unplug it to move with you between coffee shop to an office or someplace else without disconnecting
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@terryleewhite @deanfx @Ubiquiti 4 flights and 2 hotels … the UTR is going to get a real trial by fire next week
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@kirillzubovsky @terryleewhite @Kaweees @Ubiquiti It’s not meant to be a hotspot. It’s meant for people who spend a lot of time in hotels and other public network areas with multiple devices. If you fit this use case, this device is everything to you.
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@terryleewhite @deanfx @Ubiquiti I’ll be at CES with mine as well. Will feel weird not carrying my GL.iNet. It’s bulletproof but a beast.
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@albertclee It’s basically all speeds. Not super loud or anything but a little annoying
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