Latest / Elon Musk Podcast / Tesla Never Delivered FSD - Now Drivers are MAD

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Tesla Never Delivered FSD - Now Drivers are MAD · Elon Musk Podcast

• 0:01
  Hey everybody, welcome back to the Elon Musk podcast.
• 0:05
  This is a show where we discuss. The critical.
• 0:07
  Crossroads, the Shape, SpaceX, Tesla X, The Boring Company, and
• 0:12
  Neuralink, and I'm your host Will Walden.
• 0:15
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  understanding. I had no control over this.
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  Over at YouTube Music Search for Elon Musk Podcast.
• 0:53
  Thank you so much. Tesla Motors has reintroduced
• 0:56
  its Full Self Driving Transfer program as a buying incentive
• 0:59
  this quarter. Now this is counter to CEO Elon
• 1:02
  Musk's previous assertion that such an offer would be a
• 1:06
  singular event. The program permits existing
• 1:09
  Tesla owners to transfer their FSD package to a new vehicle
• 1:13
  upon purchase, which should a feature that has been highly
• 1:16
  requested due to Tesla's unfulfilled promise of complete
• 1:20
  self driving capabilities. They've been promising this for
• 1:23
  years and have not delivered on FSD, and people bought into
• 1:28
  this. They paid about $15,000 for full
• 1:32
  self driving. It's never come to fruition, so
• 1:35
  people think that they should be able to transfer their full self
• 1:38
  driving license from one vehicle to another.
• 1:41
  Considering that Tesla never gave them what they bought,
• 1:45
  customers have long argued for the ability to transfer the FSD
• 1:48
  passage price at up to $15,000, especially since the promised
• 1:52
  autonomous driving features have yet to be fully realized by
• 1:55
  Tesla. The rest now is that if Tesla
• 1:57
  can eventually provide these features via in software update,
• 2:01
  owners should not lose their investment when upgrading their
• 2:04
  vehicle. Now despite the logical appeal
• 2:09
  of allowing FSD transfers to support customer investment in
• 2:13
  the technology, Tesla has historically been resistant to
• 2:17
  the idea. Companies eventual concession to
• 2:19
  allow transfers, but only for purchases made in the third
• 2:23
  quarter of 2023 was met with a Lunt of skepticism.
• 2:28
  Now Elon Musk said that the temporary nature of this
• 2:31
  opportunity. He said that he framed it as a
• 2:33
  one time amnesty for buyers to take advantage of during the
• 2:37
  specific quarter. This move was not seen as a
• 2:41
  customer friendly initiative, but as a strategic attempt to
• 2:44
  just boost sales for Tesla within the limited time frame by
• 2:47
  leveraging the company's failure to deliver on its FST promises.
• 2:51
  Now let me ask you a question. If you invested $15,000 for full
• 2:57
  self driving and they didn't deliver, would you be upset?
• 3:02
  It's kind of like buying a house and you put an investment of a
• 3:08
  couple $100,000 into this house and the real estate agent never
• 3:13
  shows up and give you the keys. You don't have a house, you
• 3:17
  don't have full self driving, so you spend a lot of money.
• 3:20
  I know it's a little bit different, but you spent a lot
• 3:22
  of money and you never got what was promised to you.
• 3:25
  Now, critics have accused Tesla of using the FSD transfer offer
• 3:28
  as a sales tactic rather than a genuine effort to do right by
• 3:31
  its customers. The skepticism was further
• 3:34
  fueled by the belief that, despite Musk's statements, the
• 3:36
  offer would likely reappear in the future.
• 3:38
  Sometime. And in line with these
• 3:40
  suspicions, Tesla announced the future of the FSD transfer
• 3:43
  option in February 2024, available until the end of this
• 3:47
  quarter to encourage new vehicle purchases.
• 3:51
  This decision contradicts Musk's earlier claims of the offer
• 3:54
  being a one off. Recently, Tesla expanded the FSD
• 3:58
  transfer offer to include all new Tesla vehicles, excluding
• 4:01
  the Cybertruck. This move is part of a broader
• 4:04
  strategy to stack incentives and boost sales, indicating a more
• 4:07
  flexible approach to FSD transferability than previously
• 4:11
  communicated. Tesla has also provided updates
• 4:14
  to long standing FSD adopters with older Model S and Model X
• 4:17
  vehicles, shedding light on the company's efforts to extend the
• 4:20
  latest FSD capabilities to these legacy models.
• 4:24
  The rapid pace of Tesla's tech advancements means that newer
• 4:29
  vehicle models often receive the latest updates first, leaving
• 4:33
  older models waiting for enhancements.
• 4:35
  This has been particularly true for FSD and Autopilot features,
• 4:39
  which are primarily developed for the more recent additions To
• 4:42
  test this fleete new computers, new architecture.
• 4:46
  They're going to get the latest software because of it.
• 4:48
  Think of your iPhone. The latest iPhone gets the
• 4:51
  latest update before all the other phones do.
• 4:55
  Now Musk acknowledge this issue, noting that while the upcoming
• 4:57
  Hardware 4 will offer improvements, the company's
• 5:00
  current focus remains on vehicles equipped with Hardware
• 5:02
  3. This left some early adopters of
• 5:05
  FSD, particularly those with older Model S and also Model X
• 5:08
  vehicles, feeling overlooked. They spent a lot of money on
• 5:11
  these cars and they should be getting what they paid for.
• 5:14
  This frustration among these legacy vehicle owners stems from
• 5:19
  unmet promises regarding the vehicles potential for autonomy.
• 5:23
  Although Tesla has introduced hardware upgrade programs, they
• 5:26
  come at additional cost. With some owners are unwilling
• 5:29
  to pay, they should have full self driving.
• 5:31
  That's what they think with the current software that they were
• 5:34
  promised and the current hardware that they're using now.
• 5:37
  The sense of exclusion among these early FSD supporters was
• 5:40
  highlighted in a post by Tesla owner Anthony Spina, who
• 5:44
  expressed concerns over the lack of updates and communication
• 5:46
  regarding the deployment of the latest FSD versions to older
• 5:50
  models. Responding to these concerns,
• 5:52
  though, Tesla Vice President Rohan Patel conveyed the
• 5:56
  company's efforts to bring full self driving capabilities to
• 5:58
  older models. It might take a little bit of
• 5:59
  time though. Explain the challenges in
• 6:01
  validating the software for different hardware
• 6:04
  configurations reassured customers of the company's
• 6:06
  commitment to resolving all of these issues.
• 6:10
  Now. Patel's communication show that
• 6:12
  there's a lot of challenges here.
• 6:14
  Software with hardware, You don't just put a new version of
• 6:18
  software with older hardware. Or you could do the Apple root
• 6:22
  and make sure that it works with a bunch of versions before it.
• 6:26
  Now there's a small segment of Tesla's customer base that faces
• 6:30
  these challenges, and they possess different hardware from
• 6:33
  the majority of the users. He said that there's rigorous
• 6:37
  safety validation processes that each software update undergoes
• 6:41
  and they aim to manage expectations regarding the
• 6:43
  timelines for these updates at Tesla.
• 6:47
  Now, the follow up communication from Tesla's executive team
• 6:50
  acknowledged the patients required from legacy vehicle
• 6:52
  owners. It showed that the company's
• 6:54
  understanding of these frustrations and also Tesla
• 6:58
  reiterated the intense efforts made to extend the latest FSD
• 7:02
  features to all eligible vehicles, regardless of their
• 7:06
  hardware versions. They have to build different
• 7:08
  software for a different hardware.
• 7:09
  It's a big process. I know it is.
• 7:12
  I'm a software developer myself. If you have to develop for one
• 7:15
  sort of code base on a certain sort of hardware and then you
• 7:19
  switch the hardware, you might have to reroute, rewrite
• 7:22
  thousands of lines of code. Now the situation illustrates
• 7:26
  the complexities that test the faces.
• 7:28
  As a tech driven company in the auto industry, they want to
• 7:33
  rapidly innovate, but it could lead to disparities in customer
• 7:37
  experience based on vehicle age and hardware capabilities of
• 7:41
  older vehicles. And the reintroduction of the
• 7:44
  FSD transfer program along with the ongoing efforts to update
• 7:47
  legacy vehicles shows that Tesla's actually in this.
• 7:50
  They want to help and they have their efforts towards the older
• 7:55
  vehicles straight in line with the newer vehicles, but it's
• 7:59
  going to take them a little bit longer.
• 8:01
  They aim to balance the company's forward-looking
• 8:03
  technological advancements with the needs and expectations of
• 8:07
  its diverse customer base. Hey, thank you so much for
• 8:11
  listening today. I really do appreciate your
• 8:13
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• 8:15
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• 8:39
  and each other and I'll see you tomorrow.