Eric Simonson

@JoeTegtmeyer @PittCaleb @Tesla The days of "your Tesla will be an appreciating asset" seem long gone. Looking more like a depreciating PC. This is logical given the central role of technology in an EV, but Musk chose to argue otherwise. Could they sell a new type of warranty for tech?

@PittCaleb @Tesla That’s another interesting consideration. I hope @Tesla puts some effort into a public value proposition explainer as to why this benefits customers to appeal to a larger, growing audience

I’ve had Grok go through all recent posts & discussions about @Tesla FSD pricing & subscription models, both on X & on my Patreon. Here is the summarized review: (personally, I’m still not convinced this approach will be well received unless @Tesla does a concerted effort to articulate the value proposition) Tesla’s decision to discontinue outright purchases of Full Self-Driving (FSD) software & transition to a subscription-only model represents a significant shift in its autonomous driving strategy. This change, effective after February 14, 2026, eliminates the one-time $8,000 purchase option, replacing it with a $99 monthly subscription (or $999 annually in some configurations), w/ plans to increase prices as features such as unsupervised driving are enhanced The move aligns with broader trends in software monetization but elicits a range of reactions from owners, analysts, & commentators Key Thoughts & Ideas Strategic Benefits for Tesla: The subscription model provides predictable, recurring revenue, which is advantageous for investors & helps smooth earnings volatility compared to one-time payments It lowers the entry barrier, potentially expanding the user base for data collection & accelerating development toward unsupervised autonomy This approach treats FSD as an evolving service rather than a static product, fitting its continuous improvements & addressing liability concerns, such as insurance for unsupervised ops Additionally, it eliminates obligations for hardware retrofits or upgrades for subscribers, as no perpetual ownership is implied The change may signal confidence in an imminent unsupervised FSD rollout & supports operational milestones, including achieving 10 million active subscriptions tied to executive comp Consumer & Market Implications: Proponents view the model as flexible, allowing users to activate or cancel as needed, similar to common software subscriptions It could make Tesla vehicles more appealing by integrating advanced features without large upfront costs, potentially boosting sales. However, critics argue it diminishes vehicle value by locking core functionalities behind recurring fees, especially w/ the discontinuation of basic Autopilot This is seen as a departure from Tesla’s customer-centric image, potentially eroding trust by resembling legacy automakers’ practices of charging for features like heated seats. Some express concern that existing FSD owners may face devaluation or additional costs for unsupervised upgrades Broader Context & Criticisms: The transition coincides w/ an extended 90-day FSD trial (up from 30 days) & reduced subscription rates for legacy Enhanced Autopilot owners ($49/mo) Detractors highlight fiscal responsibility, noting that if $99–$200 monthly becomes burdensome on a $50,000 vehicle purchase, affordability should be reassessed Others perceive it as a “J-curve” strategy: sacrificing short-term cash flow for long-term growth through wider adoption Price hikes are anticipated as capabilities advance, reflecting added costs like insurance for liability in unsupervised modes Suggestions • Tiered Subscriptions: Introduce levels, such as a lower-cost “FSD Light” to replace basic Autopilot features, while reserving premium unsupervised capabilities for higher tiers. This would maintain accessibility w/o fully gating functionalities • Retain Purchase Options: Preserve outright buys for those preferring ownership, or extend FSD transfers in regions where the feature is unavailable • Improved Communication and Transparency: Provide clearer details on unsupervised inclusion for existing owners, future pricing, and feature roadmaps to rebuild trust • Alternative Pricing Structures: Offer annual subscriptions at a discount or make FSD standard in vehicles to drive sales • Avoid Over-Monetization: Refrain from subscription-locking basic safety features, focusing recurring fees on advanced autonomy to differentiate from competitors.

@j_bindra @EconomicTimes It is fun to consider, but HR owns the workers, not the work. Did HR help spread agile ways of working from IT to other groups?

@Noahpinion Reminds me of Wim Wenders' Until the End of the World (particually the last third)...

Phones ended the human species.

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Donald Trump calls Maggie Haberman "Maggot Hagermann." I wonder: Are Republicans completely comfortable with this? Would you let your child talk this way? Trump is 78, not 8. Should such a man be the leader of the GOP and conservative movement?

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@Noahpinion Always thought "B" mean Basic, not typical/average...

Also "anything below GDP isn't really UBI" is among the dumbest things I've heard in this space, since you literally CANNOT have UBI in excess of GDP

$10k a month is twice the per capita GDP of the United States. Really just drives home how serious the hardcore UBI people aren't.

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@Gwynne_Shotwell @SpaceX Love the music...maybe @SMBofficial doing a live "Space Cowboy" during a future flight?

Congratulations and a huge thank you to our extraordinary @SpaceX team! Successful Super Heavy launch and landing, “orbital” ship (that’s one tough cookie!) entry, engine relight and splashdown. I hope you enjoyed the views, the music and see you back soon for our next flight!

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