Tesla Ecosystem
Historical data tracking the financial evolution of Full Self-Driving technology: package price, subscription, and the Robotaxi story sitting on top of it.
FSD package price (USD, public)
FSD has been sold as a feature, a subscription, an equity story, and a future robotaxi claim. The package price on the window sticker is only one line in that ledger. Compiled below from public announcements; not investment advice.
Read the price path as a demand and positioning experiment, not as a cost-plus. When the unsupervised and robotaxi narratives heat up, the option is framed as an appreciating asset. When take-rate matters more, it is framed as a software attach. Both frames can be true in different quarters.
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