"However, there has been some indication by CEO Elon Musk that the price of the subscription will increase as the suite becomes more robust. But Tesla finds itself in an interesting situation with this: the take rate for Full Self-Driving at $99 per month is about 12 percent, and Musk needs a significant increase in this rate to reach a tranche in his new compensation package."
"Although people are willing to pay the $99 per month for the FSD suite, it certainly is too high for some owners. Many suggested that if Tesla would back down the price to $49, or somewhere around that region, many owners would immediately subscribe. Others suggested $69, which would make a lot of sense considering Musk's obsession with that number."
Tesla has begun removing the option to purchase Full Self-Driving outright, shifting toward subscription-only access. Elon Musk signaled the subscription price may rise as FSD matures, but the current $99/month take rate sits near 12 percent, well below levels needed to trigger a compensation tranche. Owners want more attractive pricing to justify subscribing. Many propose lowering the price to roughly $49 or $69 per month to boost adoption. Others propose tiered plans that charge less for supervised FSD and substantially more for unsupervised, fully autonomous capability that would include higher costs such as insurance.
Read at TESLARATI
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