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Very little. First of all, a lot of cars are sold without this option, but most importantly, a large part the money isn't recognized as revenue yet, as the FSD
by _ph_ 5y ago
Very little. First of all, a lot of cars are sold without this option, but most importantly, a large part the money isn't recognized as revenue yet, as the FSD isn't ready yet. A part of it is recognized due features like "summon" and "navigate on autopilot". But the large part of that money is still unrecognized revenue. There will be a boost to the revenue, when they can recognize the remaining part of the FSD payments in the future, but this will be a one-time effect.
- HWR_14 5y agoThis is interesting. You're claiming that the FSD money they collect isn't recognized yet? Can I ask you what leads to you thinking that? I'm sure it's in one of their financial disclosures, but you may be able to narrow it down for me.
- _ph_ 5y agoThere were statements made when they recognized parts of the FSD money.
- HWR_14 5y agoI'm sure they were. I don't disbelieve you. I just don't quite get what to search for (or where) to find out how that policy works and what percentage of income they've already recognized.
- _ph_ 5y agoHere is one link I found: https://www.tesmanian.com/blogs/tesmanian-blog/tesla-autopilot-full-self-driving-fsd-revenue https://www.tesmanian.com/blogs/tesmanian-blog/tesla-autopil...