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Q for Tesla Bears -- why do you think Elon is making FSD "subscription only"?
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Date: February 20th, 2026 5:26 PM Author: To be fair (Semi-Retarded) To be fair,
If Tesla's FSD software sucks and is just a shitty scam, isn't that a completely retarded move? The "Buy a lifetime subscription for $8k paid in full upfront (no refunds though hehe)" model was MUCH better at covering up weakness in execution and burying customer dissatisfaction on the backend... so now that FSD has been moved over to a "subscription only" model going forward, shouldn't we expect to see pretty much everyone who's interested try it for a month or two, realize it's SHIT PURE SHIT, and then promptly cancel their subscriptions never to return to the service?
Curious to hear why you bros think that Elon would make such an obviously boneheaded move that will leave him with nowhere to hide when it comes time to report on FSD adoption rates moving forward. If he has to report that FSD isn't being adopted and enjoyed by Tesla's customers under this new subscription model, that will completely nuke his "FSD tech is the future of our company" narrative and TSLA will come crashing back to Earth, nuking his own personal net worth along with it. And the weirdest part is that this was a totally unforced error on his part -- nobody was demanding that he switch up the FSD busness model. I guess maybe the world's richest man (who currently runs several of the world's most valuable companies and is heading towards launching the biggest IPO in history) is ackkkkkkkkshually just a total financial retard who can't grasp the basic outlines of a very obvious "Econ 101" problem? Man, what a dummy!
(Of course, if Tesla's FSD tech was actually awesome, then moving over to a "subscription only" model would be a fantastic no-brainer move since it hooks future customers into a potentially endless and highly predictable high-margin recurring profit generating model which is FAR better than the previous one-time-big-purchase model... but we all know that's not possible, since the experts agree that Tesla's FSD tech sucks and it extremely shitty and dangerous and will never operate well since it's based on fundamentally flawed camera-only technology...) |
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Date: February 21st, 2026 1:19 PM Author: lib quotemo=literally WLMAS=dumb nigger 🚨 this is a WLMAS account 🚨 🚨 this is a WLMAS account 🚨
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Date: February 20th, 2026 5:30 PM Author: we are definitely claiming fraud trumpmos (oppose israel bois) TL DR, happy for you though, or sorry that happened. (http://www.autoadmit.com/thread.php?thread_id=5836778&forum_id=2\u0026mark_id=5310443#49683557) |
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Date: February 20th, 2026 5:32 PM Author: To be fair (Semi-Retarded) To be fair,
Whoa, another strong substantive response! Thanks for taking the time to engage in this thread, brother!
It's a little weird how you hate me so much and yet seem to be inexorably drawn to all of my threads like a moth to a flame, but hey I'll take it! :) |
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Date: February 20th, 2026 5:35 PM Author: Gay Grandpa Im your biggest fan, a lot of people in my life know about you because they ask me why I invested so much in tesla and I tell them about you (http://www.autoadmit.com/thread.php?thread_id=5836778&forum_id=2\u0026mark_id=5310443#49683573) |
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Date: February 20th, 2026 5:40 PM Author: To be fair (Semi-Retarded) To be fair,
TY brother.
Just remember this: I'm not a day trader, I don't believe in timing the market, and I make no promises about short term returns. I'm a buy-and-hold long-term investor.
TSLA has historically been a highly volatile stock, and it will probably continue to remain so for years to come. It could easily drop by 50% again at some point before it shoots up 300%, and I wouldn't be surprised at all if that happens.
If that does happen, do not panic sell. HODL (and buy more). TSLA is a great long-term investment, just like BTC. You should be holding TSLA because you believe it will have a market cap of $10 trillion+ and make you very rich in a decade, not because you hope Elon will stick to whatever timeframe he promised most recently and it will 2x by the end of 2026 or whatever so you can sell for a nice little profit to blow on some dumb shit the day after you lock in a LTCG tax rate.
You can thank me in 5-10 years. |
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Date: February 21st, 2026 1:19 PM Author: lib quotemo=literally WLMAS=dumb nigger 🚨 this is a WLMAS account 🚨 🚨 this is a WLMAS account 🚨
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Date: February 20th, 2026 6:00 PM Author: gibberish (?) It's a fat chick that hovers around 180lbs. Not flame and that's 180. (http://www.autoadmit.com/thread.php?thread_id=5836778&forum_id=2\u0026mark_id=5310443#49683658) |
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Date: February 20th, 2026 6:01 PM Author: To be fair (Semi-Retarded) To be fair,
Oh shit is this HIZZLA?! |
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Date: February 20th, 2026 6:01 PM Author: gibberish (?) Your a fat dumb bitch and nobody ever anywhere cares what you think or say. Remember that when you feel like you aren't being heard. They hear what you say but nobody cares about fat chicks. Remember :) xoxohth (http://www.autoadmit.com/thread.php?thread_id=5836778&forum_id=2\u0026mark_id=5310443#49683663) |
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Date: February 20th, 2026 5:39 PM Author: ~~(> ' ' )> The shift to subscription is about monetization strategy, not product quality -- lowering upfront friction, expanding adoption, and smoothing recurring revenue. Those are rational moves regardless of the realistic range of views on FSD quality. The real signal of quality is long-term retention and churn. (http://www.autoadmit.com/thread.php?thread_id=5836778&forum_id=2\u0026mark_id=5310443#49683585) |
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Date: February 20th, 2026 5:45 PM Author: To be fair (Semi-Retarded) To be fair,
So you're saying that that it's silly for us to draw any inference about what a company thinks about the substantive quality of their own product when they *specifically* move from a "trust us this is great you should buy lifetime access for one big upfront payment (no refunds)" model to a "we only sell monthly subscriptions but you can cancel anytime" model? Even though the metrics you cite as being "the real" important indicators ("long term retention" and "churn") literally *only* exist under the second model and can be entirely sidestepped by a company looking to obfuscate them under the former model?
And therefore the company's perception of the quality of their own product (vis-a-vis likely user satisfaction) doesn't really play a big role in the decision-making process when it comes to choosing which model to adopt?
You sure about that, hoss? |
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Date: February 20th, 2026 8:55 PM Author: Like Clavicular but maxing annoying screeds (gunneratttt) lifetime subscriptions used to exist for all sorts of things. they often move to subscriptions because gc kikes want to see cash flow. lots of a cars charge subscriptions for all sorts of bells and whistles that used to be purchasable outright.
you're not wrong that is does indidate tesla is confident in it's tech, but you're arguing to MDS libs that remain confident tesla is insolvent despite being 5x toyotas market cap. tesla could be 99.9% of the cars on the road with FSD+ (full self dicksucking while the car drives itself for 199.99/mo) and they'd still say tsla is insolvent just wait two weeks. |
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Date: February 21st, 2026 3:50 AM Author: To be fair (Semi-Retarded) To be fair,
The trend you're describing exists and is real, obviously, but the point isn't that Tesla is just joining a trend -- that trend has existed since before "Tesla" was even really a company. Tesla has intentionally mostly bucked that trend up to this point when it comes to its FSD software, so this marks a very intentional (and sudden and "late in the day") hard shift in its business model on this front.
I do love the "TSLA is heading to zero and Elon Musk is going to go broke any day now" crowd, though. Usually they also love to cap it off by calling anyone who disagrees with them a "retard" who "doesn't know shit."
Here's a fun fact that I would bet almost none of them know: Elon Musk could *personally* (meaning out of his own pocketbook) buy all of Toyota, Hyundai, GM, BMW, Mercedez-Benz, Ford, Kia, Honda, and Suzuki outright... *systematically destroy 100% of their collective corporate assets and totally gut those companies top to bottom so that their investment value to him is reduced to being literally $0*... and still easily rank among the Top 10-15 richest guys in the world, based purely on the leftover money that he didn't waste buying up those companies so that he could spitefully reduce them to worthless rubble. |
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Date: February 20th, 2026 8:44 PM Author: ........,,,,,,......,.,.,.,,,,,,,,,, I think there are a number of legal implications for it:
1. You probably have to amortize the FSD payment anywway for accounting purposes, whereas subscription you just count as they pay. Probably a PITA to reserve against future issues
2. You have a lot more flexibility in a subscription product. I think they realized things got thorny when a car would crash, or someone would sell a car, etc.
3. Mostly, consumers probably just weren't willing to pay up front where they are more willing to pay monthly. |
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Date: February 21st, 2026 3:54 AM Author: To be fair (Semi-Retarded) To be fair,
Weird, I think you missed one (probably a minor detail but just flagging for consideration):
4. Generally speaking, if you're selling a product on a monthly subscription model and that product is SHIT PURE SHIT and people hate it after they try it, they will go out of their way to cancel their subscription -- especially if you're charging them $100/month, which (sadly) is quite pricey for a supermajority of people who are currently living in America. |
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Date: February 21st, 2026 1:19 PM Author: lib quotemo=literally WLMAS=dumb nigger 🚨 this is a WLMAS account 🚨 🚨 this is a WLMAS account 🚨
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Date: February 20th, 2026 9:01 PM Author: ,.,.,.,..,,.,..,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,. Do you expect Tesla will eventually grow into its valuation or do you think it will always trade at 300x earnings even as earnings grow? What does the future of Tesla look like? (http://www.autoadmit.com/thread.php?thread_id=5836778&forum_id=2\u0026mark_id=5310443#49683984) |
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Date: February 21st, 2026 4:02 AM Author: To be fair (Semi-Retarded) To be fair,
Some of A, some of B.
Right now, Tesla has been trading at 300x earnings (with a whopping ~30+% retail investor stock ownership rate which is insane for a company of its size) because there are a sizeable corpus of people out there with money -- they also almost uniformly tend to be smart, well-educated, and nerdy white / Asian / Indian guys, odd fucking case -- who sincerely believe that Elon Musk is a genius and is setting up Tesla for spectacular success down the line. We can call this crowd the "the early adopters."
Once that thesis becomes irrefutable and is fully proven out in the real world, the dumb money and the super conservative money (institutional investors, etc.) will really start to swarm in. We can call this crowd "the mainstream."
I suspect we're right on the cusp of the mainstream starting to break in favor of Tesla (give it another year or two) -- but at this point, the mainstream is basically giving Elon absolutely no credit for any of his big "Optimus" talk. Once he manages to really scale FSD robotaxis on a national level, however, I think that skepticism on that front will also start to melt a little bit. And as soon as you start to price in the future TAM enterprise value of a product like Optimus, you quickly get to a point where insane numbers like $10... $25... $50... $75... $100+ trillion market caps are flying around in the discussion.
Obviously none of this will happen tomorrow, but Elon has already bet a trillion dollars worth of Tesla stock that that he can turn Tesla into a $8 trillion dollar company within the next 10 years.
We'll see what unfolds. |
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Date: February 21st, 2026 1:19 PM Author: lib quotemo=literally WLMAS=dumb nigger 🚨 this is a WLMAS account 🚨 🚨 this is a WLMAS account 🚨
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