[seshagiric]

It's a tradeoff, too early to say if it's a dumb move.

Side A: Tesla can grow FSD subscription revenue by making FSD + Autopilot completely based on subscription. Lot more people use Autopilot than FSD. In the happy path such users will pay the subscription and that revenue will increase.

Side B: Autopilot (aka lane keeping) is fast becoming default option across manufacturers. Tesla will take a dip in sales if such 'basic' option is no longer available.

Whether side A > side B is to be seen.

[cosmicgadget]

I'd prefer to evaluate it from the viewpoint of someone outside the Tesla c-suite.

[lowbloodsugar]

$22k Corolla has it.

Not paying $99/mo for it.

The issue is not that “FSD” is $99/mo. The issue is that a feature of $22k cars (lane keeping) is behind the $99/mo paywall.

Basically not enough people were buying the subscription for Elon to get his payout. But someone who just wants auto steering isn’t going to decide they’ll pay $99/mo for that. So this is just going to make people who like that feature not buy a new Tesla when the time comes.