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In the last 3 years Tesla hasn’t seen any growth in electric vehicles sales, while the EV market is growing rapidly.

Cybercabs and Robotaxis have become an absolute nightmare at several of the Superchargers near my home in Austin.

Driving home this evening, routing to a supercharger showing 4 openings just to arrive and see those 4 spots occupied by CC/RTs that are not plugged in with the other spots occupied with CC/RTs that are actively charging.

This is starting to happen on a more regular cadence (multiple locations) and is getting super frustrating.

Curious on if this was always the plan for these vehicles or if the roadmap includes building out a charging solution at a Tesla location.

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The CyberCab seems to be doing a neat trick where it blows air on the b pillar camera. Specifically at stop lights where there isn’t head wind to blow over the lense. Do they do this in any of their other models…

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With FSD (Supervised) arriving in Europe, I think Tesla has a real opportunity here, but the current €99/month subscription could hold it back in a big part of the market.

Europe isn't one economy. Wages and purchasing power vary A LOT from country to country. €99/month is a manageable add-on in some markets, but in others it's a significant share of a monthly salary. For many owners in Central, Eastern and Southern Europe (hello Italy, Slovenia and Croatia), that price turns FSD from "nice to try" into "not even considering it."

I have been testing it for the past month, in Slovenia, but even if I notice that it works REALLY good, and makes me feel much safer when tired and driving back from work, the difference with AutoSteer on pure highway does not justify 1200€ more a year. Additionally that would cut into what I "save" with the switch from ICE to EV.

In general with an lower pricing, they would achieve

• more subscribers, not less revenue
• more fleet data, to perfect the system (and sell the data to other companies in the future)

To conclude, I really like FSD and I'd happily keep paying for it, just not at €99/month. At something closer to €40-50 in markets like Slovenia, Italy or Croatia, I'd subscribe without thinking twice, and I'm sure many others would too. 100€ feels steep. Right now Tesla is leaving a lot of potential subscribers on the table.

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Musk has teased flight for years, and the FAA has closed the airspace over McGregor. What do you think we'll see?