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Tesla hit the bullseye with the FSD subscription. It's not just about recurring revenue it's a masterstroke in data science. They lowered the entry barrier to get the system into millions of cars, turning every owner into an **active data collector**. This continuous stream of real-world information is the irreplaceable fuel that will accelerate the development of true autonomy, creating an insurmountable competitive moat for traditional automakers. In the long run, the subscription model isn't just a sales plan it's the seed for the future robotaxi network. Brilliant, as long as they keep delivering tangible improvements.
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