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Open original source ↗Tesla annual global car sales have plateaued at below 2% market share, with FSD adoption a fraction of that. After ten years. As the other automotive OEM’s catch-up w/their own autonomous platforms. $TSLA
(2) Accordingly, annual FSD revenues are probably running at $1.3B to $1.4B right now, or about 1.5% of Tesla total revenues. The annual EPS from FSD software is probably 20-25 cents per share. Not material after ten years. $TSLA
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Tesla needs to continue to evolve their Self-Driving pricing model to increase adoption. With a product this good, sales should be going vertical. It's time to ask some hard questions about what's not working. What do you all think? https://t.co/2MRnpVkEfc
wholemars ↗