I think it's just a matter of time until Tesla moves to a subscription model. The current model of selling FSD as an early adopter package relies a lot on the p

I think it's just a matter of time until Tesla moves to a subscription model. The current model of selling FSD as an early adopter package relies a lot on the promise it will be there soon and the expectation that the value (and price) will go up. If Tesla doesn't deliver on their FSD promises before current owners start looking for their next car, there's a huge risk of disappointment. These will be customers who paid thousands of dollars for FSD functionality that they never got. Turning FSD into a subscription solves this: allowing customers to take the functionality to their next car keeps the current customer base happy and avoids messing up resale value if Tesla does not manage to deliver FSD on current hardware. It also creates a huge incentive for current owners to make their next car also a Tesla. Tesla is already starting to offer premium functionality such as entertainment on a subscription model. As soon as FSD is good enough that people actually want to pay monthly for it (and not just the promise of it), I expect Tesla will do the same for FSD (and maybe even for other things like performance upgrades).