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Old Mar 2, 2026 | 09:02 AM
  #661  
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I completely forgot that my FSD subscription expired, and this morning on my way to work I activated what I thought was going to be FSD, but noticed it was a bit different, and remembered it resets back to Auto pilot with Auto steer. It works, but kinda of wish I still had FSD
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Old Mar 2, 2026 | 09:04 AM
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Originally Posted by AMIRZA786
I completely forgot that my FSD subscription expired, and this morning on my way to work I activated what I thought was going to be FSD, but noticed it was a bit different, and remembered it resets back to Auto pilot with Auto steer. It works, but kinda of wish I still had FSD
it's just a button press away
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Old Mar 2, 2026 | 09:05 AM
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Originally Posted by Hameed
it's just a button press away
I know. I know. Tempted.....
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Old Mar 2, 2026 | 11:30 AM
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In a world of RMR (recurring monthly revenue)....
I'm assuming this will just keep increasing in price. $199 a month is not far off.
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Old Mar 2, 2026 | 11:35 AM
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For me, $99 is the sweet spot. Any higher and I think the taker pool will shrink. As far as increasing price, so far they have kept the Premium Data plan at $99 a year and haven't increased it in the last three years
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Old Mar 2, 2026 | 11:42 AM
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Originally Posted by AMIRZA786
For me, $99 is the sweet spot. Any higher and I think the taker pool will shrink. As far as increasing price, so far they have kept the Premium Data plan at $99 a year and haven't increased it in the last three years
I can see it changing to a tier type of plan. The current Supervised FSD , non - supervised (ala robotaxi features) and any other tier that Tesla can come up with.
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Old Mar 2, 2026 | 11:44 AM
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If anything it may well come down. Musk's pay plan is partially dependent upon Tesla achieving a pretty large number of active subscribers.
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Old Mar 2, 2026 | 11:46 AM
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Its $99 lol, just get it.
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Old Mar 2, 2026 | 12:07 PM
  #669  
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My feeling also it's also going to come down. From $15k, to $12k, then $8k and eventually they started to offer it as a subscription. $99 is a good price, but they will get more takers if you can cut it down to say $60 a month
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Old Mar 2, 2026 | 01:57 PM
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Originally Posted by AMIRZA786
My feeling also it's also going to come down. From $15k, to $12k, then $8k and eventually they started to offer it as a subscription. $99 is a good price, but they will get more takers if you can cut it down to say $60 a month
Do you think Tesla ia making any real $$$ bank with the FSD?

It seems on going development costs would require a LOT of subscriptions.

Is fsd operating at a loss maybe?
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Old Mar 2, 2026 | 02:17 PM
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FSD is most certainly operating at a loss they've spend billions on GPUs/compute farms.
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Old Mar 2, 2026 | 02:21 PM
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Originally Posted by Margate330
Do you think Tesla ia making any real $$$ bank with the FSD?

It seems on going development costs would require a LOT of subscriptions.

Is fsd operating at a loss maybe?
As Lex mentioned, most likely at a loss, they have invested something like $10B in R&D
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Old Mar 2, 2026 | 02:28 PM
  #673  
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Originally Posted by AMIRZA786
As Lex mentioned, most likely at a loss, they have invested something like $10B in R&D
That's what I was suspecting but it was just a guess.
Hey, it's a little extra income for them though.
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Old Mar 2, 2026 | 02:36 PM
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Originally Posted by Margate330
That's what I was suspecting but it was just a guess.
Hey, it's a little extra income for them though.
I think it's a well worthwhile investment that will payoff, not only in cars but automation and robotics
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Old Mar 2, 2026 | 02:48 PM
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Tesla does not disclose FSD revenue, up front purchase is rolled into vehicle sales revenue. Recurring revenue is deferred which makes it difficult to tease out an exact number especially since subscription revenue is reported as "Services and other revenue" which has charging lumped in. Services and other is about $15 billon/year if I'm not mistaken. My best guess is Tesla is grossing $1 billion/year from FSD so less than 1-2% of total revenue.
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