Hallucigenia wrote:odysseus2000 wrote:As there is currently nothing in the share price for FSD
An assertion without evidence, given that the Tesla market cap is several multiples of other car companies that sell more cars at higher margins with higher rates of growth.
But then you see that Tesla can't even deliver windscreen wipers that work :
https://insideevs.com/features/706288/t ... blem-musk/As Elon Musk’s Tesla forges ahead with moonshot projects like self-driving technology and artificially intelligent humanoid robots, its customers are stuck struggling with a much more mundane issue: Their windshield wipers suck.
“It’s the single worst thing about the car, honestly,” one Tesla Model 3 owner commented on one of the dozens of Reddit threads on the matter. Other internet users identifying as Tesla drivers have called their wipers “trash,” “absolutely infuriating” and “utterly useless.”
This isn’t a new problem, mind you: Tesla’s wipers have been broken for years, sparking a relentless chorus of complaints that the EV maker has never sufficiently addressed. It’s an embarrassing problem to have for a car company that claims to be so technologically far ahead of its peers. And all because they are trying to develop a robot system to switch on the wipers when it "sees" rain rather than just using a <$10 sensor like everyone else. And more to the point, they insist on shipping cars that don't work very well and hoping they can improve it with an OTA update rather than installing a sensor that works for customers now, and then replacing it with the vision system in new models as and when they have got it working.
Yes they save the cost of a sensor, but in the meantime their customers get a crappy experience.
Do you have evidence that FSD is currently in the share price.
Sure Tesla trades at a higher margin than legacy auto, but it is becoming dominant in BEV with very substantial growth ahead based on the current trajectory & with strong & growing charging revenues.
Additionally Tesla has potential growth from Optimus & has the only over the air updater that works reliably.
If you are selling 2 million cars per year, then a $10 part costs in aggregate $20 million, well worth saving.
Regards,