@PJtheDJinNYC@GunnelsWarren Are you arguing in good faith? Biz 1 didn't just pop into existence in year 1 and make $100 million in profits. They had to invest to get there and get to offset their profits with their losses. Once they've done that they have to pay taxes...
@aaronburnett@nymbusjp I think both parties have the same problem. For SpaceX, it’s as you described. For Tesla, it’s valuing the Robotaxi/Optimus play. Many Tesla shareholders will feel those aren’t yet reflected enough in the stock price. It won’t be easy either way…
Not seeing it, Bradford. Ppl tired of monthly subs & perceived safety (tho important) only worth so much.
Other factors will drive it: more useful car time, drink & ride, send car to pick up kids / drop off elderly parents... that's the real utility.
Everyone thinks they're good drivers...
I gotta say: going over $99 a month will be a push for many.
You can argue safety endlessly, but most reasonable drivers don't crash once a year.
I think the big things that will push FSD are: pick up/drop off for parties (able to drink), pick up/drop off kids without needing to chauffeur, driving for the elderly or disabled, and getting rid of a car since one person can go to an appointment and send the car home for someone else.
Gotta say: it sounds like what’s already happened with smartphones. You feel terrible when you leave yours somewhere... but would you want to be without it?
Sounds a bit doomer to me. Every generation since Cicero has exclaimed, "The youth of today!..."
It could just as easily be amazing...