SaaSy Tesla

Automotive SaaS Business Models and random musings and from an original owner of 2013 P85 with over 200k miles and counting

[SaaSy Tesla @SaaSy_Tesla]

.@MartinViecha

1. Structure SaaS so it’s not required but provides so much value most everyone signs up

2. Stop lifetime software sales. It leads to misaligned consumer behavior as your best customers hold on to old hardware because of software licensing

Proposed feature map:

[SaaSy Tesla @SaaSy_Tesla]

Let it marinate a few days.

1. They only sell 12-15k cars a year in total, and the sales target is likely only a few hundred Luces a month.

2. It’s a platform to try new things and be bold. It’s OK if it looks kinda weird at first glance, what it couldn’t look remotely like is any other car… an impossible design task.

3. It was always a losing proposition to try and make a full EV for their existing target market. It made sense to go in a completely different direction.

4. But… assuming the actual driving experience is choice, it will find buyers from their current customers, many of whom have multiple Ferraris they barely drive as they are not really transportation. Now they will have a bespoke offering for this segment that can be used daily

[SaaSy Tesla @SaaSy_Tesla]

@ItsKimJava @larsmoravy So true. His acknowledgment here carries more weight and value than the original gesture or signatures themselves

[SaaSy Tesla @SaaSy_Tesla]

@CernBasher @bradsferguson Such a well expressed post @CernBasher

Couldn’t agree more. Appreciate you!

[SaaSy Tesla @SaaSy_Tesla]

@DillonLoomis Think this is a rare miss for you, I think @CernBasher is on pt.

Much of @Tesla current value already comes from
RT

The obv path is a 50/50 all stock merger with the standard 25%-40% premium for the acquired entity

Appreciate you..

[SaaSy Tesla @SaaSy_Tesla]

@Rebellionaire Disagree. Much of @Tesla current value already comes from RT investments

The obv path is not 40/60 or 60/40 it’s a 50/50 all stock acquisition with the standard 25%-40% premium for the acquired party

[SaaSy Tesla @SaaSy_Tesla]

My expectations are slow then steady growth thru next year. Then the all at once part will likely be end of 27 or more likely early to mid 28.

That’s 100% ok and should be expected. The only thing that matters is safety.

In summer 2028 they will be 3yrs post launch.

After 3 years Google had a few 100 unsupervised vehicles.

After 2.5 years Cruise gave up.

If Tesla is at the all at once phase 3 years after launch, that would unquestionably be a spectacular success story.

[SaaSy Tesla @SaaSy_Tesla]

@wholemars Estimates for Waymo’s public fleet size at the end of each year. Supervised in parentheses.

2018 - 0 (600)
2019 - 0 (700)
2020 - 300 (400)
2021 - 400 (300)
2022 - 500 (200)
2023 - 700 (50)
2024 - 1000
2025 - 2500

[SaaSy Tesla @SaaSy_Tesla]

@RandPaul It’s always whats an extra 1-2% tax. Flip that view and lower the budget 1-2% each year.

After all it’s only 1-2% right?

Certainly we can get 1-2% better/more efficient each year.

[SaaSy Tesla @SaaSy_Tesla]

@teslayoda @grok My guess these cities and their metro areas cover somewhere between 25% and 50% of the US population

[SaaSy Tesla @SaaSy_Tesla]

@teslayoda @grok That’s way light.

Dallas Forth worth Metro and Houston Metro area are ~8 million each. Devon,PA is where Philadelphia Tesla is based and greater Philly Metro area is another 6M. Just those three alone are easily over 20M

[SaaSy Tesla @SaaSy_Tesla]

@ewarren Even if this wasn’t theft, it is

Even if it raised what it claims, it won’t

It would still leave a deficit of well over $1T a year with no new spending

[SaaSy Tesla @SaaSy_Tesla]

@wholemars Wild that the initial public beta was only a little over 4 years ago. Insane progress since then is hard to wrap your mind around.

[SaaSy Tesla @SaaSy_Tesla]

Tesla should trademark Cybercab Gold.

It benefits both branding and safety as the software models evolve to become more natural. It signals to other drivers that it’s an AV, which inherently changes other drivers’ behavior and expectations.

Wrap all Robotaxis in the same color. Gold color can be offered for use to other makes who license Tesla FSD so customers will know what network provides the solution, just like a brown UPS truck.

My guess… Steady Robotaxi rollout over the next 12-18 months (~20k-50k) while they scale the new manufacturing process. Mass Robotaxi scale in 2028.

Personal driverless goes wide-scale in 2030

[SaaSy Tesla @SaaSy_Tesla]

@wholemars $20/mth for any 5 days

$45/mth for any 12 days

$99/mth unlimited use

[SaaSy Tesla @SaaSy_Tesla]

@wholemars Good idea.

$3.75 per ride resets when put in park or $10.99 per day

[SaaSy Tesla @SaaSy_Tesla]

Bundle service offerings into one solution. Repurpose the TeslaOne name(which they already own).

1. FSD
2. Premium Connectivity
- Hi-def audio
- Software updates over cell
3. FSD on rented Teslas
4. Discounted RT rides
5. 20% subscription credit into your account that you can use for a down payment toward a new vehicle

[SaaSy Tesla @SaaSy_Tesla]

@Scobleizer Another possible perspective

While AI infra is providing a place for them to invest recovered capital, this rotation is more about poor existing capital allocation

These investments will ultimately lead to more employment in the long term as AI creates new opportunities

[SaaSy Tesla @SaaSy_Tesla]

@thejefflutz @Tesla_AI This version is the first version that has noticeable regression since the first 14 dot release.

I disengage at least 2x more than any other 14x release version

[SaaSy Tesla @SaaSy_Tesla]

@mrfundman No reasonable expectation to transfer forever.

Do think it’s fair to expect unlimited transfers up until FSD unsupervised is shipped in the region it was purchased.

[SaaSy Tesla @SaaSy_Tesla]

@SawyerMerritt I don’t understand all confusion/frustration. This was simply a temp sale to introduce and increase knowledge of a new trim.