1x @Elonmusk made very clear on Q4 2021 earnings call that everyone is underestimating FSD's profit potential
As much as I love @tesla, I'm one of the skeptics
Not because I don't believe in the tech & @tesla...
...but b/c I've studied consumers for decades & context is king
As much as I love @tesla, I'm one of the skeptics
Not because I don't believe in the tech & @tesla...
...but b/c I've studied consumers for decades & context is king
2x Not all consumers are the same re: driving
- Some drive aggressively vs. cautiously
- Some are always early vs. late
- Some drive angry & competitively vs. carefree
Solving for FSD is hard enough. But who you are as a driver will determine whether or not you like FSD
- Some drive aggressively vs. cautiously
- Some are always early vs. late
- Some drive angry & competitively vs. carefree
Solving for FSD is hard enough. But who you are as a driver will determine whether or not you like FSD
3x Context is king
- Some routes are familiar vs. new
- Some dayparts are easy driving vs. frustrating traffic
- Some drives are peaceful solo vs. noisy with teens
- Some cars are huge vs small and nimble
Throw in weather and other drivers and we have exponential complexity
- Some routes are familiar vs. new
- Some dayparts are easy driving vs. frustrating traffic
- Some drives are peaceful solo vs. noisy with teens
- Some cars are huge vs small and nimble
Throw in weather and other drivers and we have exponential complexity
4x In college, we had the 'drunk van' you could call if you had one too many
FSD makes sense @ 3am with no cars, driving slow to ensure your passengers don't barf in the back seat
But driving my teens to high school with frantic parents running late & new drivers? No thanks
FSD makes sense @ 3am with no cars, driving slow to ensure your passengers don't barf in the back seat
But driving my teens to high school with frantic parents running late & new drivers? No thanks
5x I always thought of myself as a more aggressive driver
But my experience with FSD (I do not have beta) is like driving with my teens who are learning how to drive
FSD waits a half second longer to turn than I like to
It's a scary white knuckle experience.
But my experience with FSD (I do not have beta) is like driving with my teens who are learning how to drive
FSD waits a half second longer to turn than I like to
It's a scary white knuckle experience.
6x It's not that I don't think the software won't figure all of this out eventually over time with trial & error
It's that I think there is a massive education and expectation management
It's that I think there is a massive education and expectation management
7x Here are a three things needed to make FSD work
First, allow drivers to segment themselves into driver archetypes or profiles. Perhaps the safety score can provide some real truth and push back as needed. This helps calibrate expectations of the experience
First, allow drivers to segment themselves into driver archetypes or profiles. Perhaps the safety score can provide some real truth and push back as needed. This helps calibrate expectations of the experience
8x Curate the context
Second, is curate the most popular routes driven. Suggest which ones are ideal for FSD vs. not given daypart, business, weather, etc.
Baby steps matter
Second, is curate the most popular routes driven. Suggest which ones are ideal for FSD vs. not given daypart, business, weather, etc.
Baby steps matter
9x Clarify the quest
Ask the consumer what they want out of FSD
- Productivity (e.g., I want to do a conference call?)
- Energy/fatigue (e.g., I want to relax on a road trip?)
- Fun (e.g., this is just cool)
This changes the definition of success that FSD can win
Ask the consumer what they want out of FSD
- Productivity (e.g., I want to do a conference call?)
- Energy/fatigue (e.g., I want to relax on a road trip?)
- Fun (e.g., this is just cool)
This changes the definition of success that FSD can win
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