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At Tesla company conferences there are never moments of adrenaline (and bewilderment) like what CEO Elon Musk saw, indulge in some comments about it those who do not intend to invest in self-driving software.
The owner of Tesla has, without means, expressed his personal thoughts regarding those who decide to invest in autonomous driving software, paying for it on their car and those who, on the contrary, decide not to:
“Something that some investors more awake they understand, while others don’t, is that every time we sell a car it has the potential, simply by loading the software, to drive itself and that certainly this feature will always improve. So there is huge upside potential because of those cars, with very few exceptions, only a small percentage lack Hardware 3. That means there are millions of cars where fully autonomous driving could be sold at a gross margin of 100%. And its value will grow along with the autonomous driving capability. And then, once the FSD target has been achieved, there will be an increase in the value of the fleet. Yes, this could be the largest increase in the asset value of anything in history.“.
Musk made matters worse, stating that when – finally – autonomous driving software will reach its maximum potential, this will translate into tens of thousands of dollars of added value for every Tesla vehicle, capable of becoming – if necessary – a “robotaxi”.
The fact remains that today the FSD is Tesla’s Achilles heel, and not only for the structural delay that is accompanying it in its development, but also for the causes and scandals that periodically arise around it (link , links)
Finally, just over a month ago, Musk himself had covered his head in ashes admitting that the program was blatantly behind schedule.
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