Discuss: Tesla Shares New Details on FSD Unsupervised, Robotaxi, Potential FSD Price Hike During Q1 2025 Earnings Call

[Not a Tesla App]

A full recap of the Q1 2025 Tesla Earnings Call, including the full call and shareholder deck.… Read More

Tesla Shares New Details on FSD Unsupervised, Robotaxi, Potential FSD Price Hike During Q1 2025 Earnings Call

A full recap of the Q1 2025 Tesla Earnings Call, including the full call and shareholder deck.

www.notateslaapp.com

 

[Procal]

I already knew that they would eventually want to raise the price of FSD again. However, I never expected that they would want to raise the price of supervised FSD, and always expected them to just release a really expensive version of unsupervised FSD. This is extremely disappointing and frustrating for me personally, and if they do raise the $99 a month it currently costs for supervised FSD, then I likely won’t be subscribing any longer. Anyone even considering unsupervised FSD should prepare for it to be ridiculously expensive, and I would not doubt it costing upwards of $300 a month or not even having a subscription option. Only having the ability to purchase it outright for a ridiculous price.

 

[PrescottAZRichard]

Yes, I’d expect as it gets more feature rich then FSD will be more expensive. Are you thinking they’ll leave an ‘supervised‘ version as well as AP and the unsupervised version? Like EAP?
I will argue that a car that literally drives itself (that is when unsupervised FSD actually happens, or if it does) is probably worth quite a bit more than another $8k. At that point insurance should be included, right? Interesting times ahead.

 

[Procal]

Yes, I’d expect as it gets more feature rich then FSD will be more expensive. Are you thinking they’ll leave an ‘supervised‘ version as well as AP and the unsupervised version? Like EAP?
I will argue that a car that literally drives itself (that is when unsupervised FSD actually happens, or if it does) is probably worth quite a bit more than another $8k. At that point insurance should be included, right? Interesting times ahead.

I agree that it will continue to get more feature rich, but I also believe that on the contrary, it should become less expensive over time. Once the FSD model has been trained and performs well on the tasks it needs to perform, I don't believe it needs to be trained again. Unless the intent is to improve it further or to add a new feature/behaviour.

To your question about the number of versions they will have. I do believe they will still have regular AP for those who choose not to purchase or subscribe to any of the FSD models. It is likely that they will have both supervised and unsupervised FSD models out at the same time, especially since it gives them more revenue than having a single version. My question to this end would be, will regular AP stay the same? Or will it adopt some FSD features as we go forward? Or will AP eventually disappear and FSD broken down into 'packages' of separate features that you can pay for?

Lastly, I agree that FSD is a very valuable feature, especially if you plan on using it commercially as an individual or business. However, I would argue that at what point is it not worth it, if FSD is half the value of the vehicle you are purchasing. For example, supervised FSD currently costs $8,000 USD to fully purchase, does this mean that unsupervised FSD should costs double or triple? If it costs somewhere in the range of $20,000 USD, and a Model 3 long range RWD is near $40,000 USD without rebates. What does that mean for an individual who only plans to use unsupervised FSD for personal use? Does this mean that the vehicle now costs $60,000 USD? At that point would it not make more sense to just purchase a Model S for example? Or a higher trim of the Model 3?

I have a lot of questions regarding FSD and how they plan on moving forward with their pricing models. I don't believe FSD should be free, but I am also of the opinion that it should be widely and easily accessible. I guess we will see what their plans are as we get closer to the summer, and what they do in China, seeing as FSD has more competition in China than in the US or other countries.

 

[acmem]

I already knew that they would eventually want to raise the price of FSD again. However, I never expected that they would want to raise the price of supervised FSD, and always expected them to just release a really expensive version of unsupervised FSD. This is extremely disappointing and frustrating for me personally, and if they do raise the $99 a month it currently costs for supervised FSD, then I likely won’t be subscribing any longer. Anyone even considering unsupervised FSD should prepare for it to be ridiculously expensive, and I would not doubt it costing upwards of $300 a month or not even having a subscription option. Only having the ability to purchase it outright for a ridiculous price.

I currently subscribe. M3 HW3. It already has less features than HW4. Can’t go in reverse and is less smooth etc., and will never be unsupervised.

What would justify increasing the price for HW3 users? As of now, FSD supervised on HW3, is not great but usable with out many interventions.

If the increase is the same for all, irregardless of HW version, then I would have to cancel .

IMHO, They really need to think these things through. They have already created a lot of frustrations and angry FSD users over unfulfilled promises and false claims. This was before all the political turmoil that makes some drivers nervous to even drive one, let alone, caused a big dip in sales! I don’t think they want to keep digging holes!

A huge class action lawsuit and a few more decisions that will make customers angry, could seal the eventual death of Tesla vehicles. That would be sad for an otherwise good car that kick started the EV movement.

Its really hard to become rich, popular and admired and yet maintain the secret that got you there without tripping over yourself.