Скачать или смотреть Tesla Ending FSD Sales Because the Value Is About to Change

🚨 Elon Musk says Tesla will stop selling Full Self-Driving.
That’s not a pricing tweak.
It’s a signal.

On the surface, it looks like a simple shift to subscriptions. But Larry Goldberg explains why that interpretation misses the point.

Larry’s argument is clear: You stop selling FSD outright only if you believe autonomy is approaching a major inflection point. Selling it today would permanently underprice what it becomes tomorrow.

If drivers are about to come out of the loop, the value of autonomy doesn’t rise gradually. It step-changes. And when that happens, Tesla no longer wants one-time payments locked in at legacy prices.

This clip breaks down:
• Why ending FSD sales is a value-capture decision, not a revenue grab
• What this signals about Tesla’s confidence in autonomy
• Why subscriptions only make sense if something fundamental is about to change

This is a quiet move.
But it’s not accidental.

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