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$TSLA If solving FSD is a matter of just feeding the algos a tremendous amount of data, then short-term choosing larger volumes instead of current margins might make quite a lot of sense and yield returns later. 🤔

Lowering prices of FSD for some time so more people get in may even make sense too.

Nathan Worden's avatar
Nathan Worden
@nathanwordenApril 28
That makes sense— but playing devils advocate, what timeline does it make sense on? What happens if FSD doesn’t come for another ten years?

The window for choosing volumes over margins is what, a year or two? (before their hand is forced)

What do you think?
Samuel Meciar's avatar
Samuel Meciar
@sammeciarApril 28Author
@nathanworden I think a year or two perhaps… Tesla already has 150M miles of FSD data and growing exponentially so letting more people in would pay dividends for sure.
Neil's avatar
Neil
@couch_investorApril 28
They should give owners a 30 day trial option. I believe we would see an increase in take rate after than.
Samuel Meciar's avatar
Samuel Meciar
@sammeciarApril 28Author
@couch_investor totally agree here. Not only a lot of current owners would try it out, maybe see potential use cases for themselves that they didn’t see prior, but even if they wouldn’t stick around Tesla would have floodgates of new data to improve FSD. Win-win.
Neil's avatar
Neil
@couch_investorApril 28
@sammeciar yup, I mean it is fair to say that not everyone is comfortable paying $15K on software right now so a free trial might change their minds + what you just said is true, Tesla gets Data.
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