I spent two years on Tesla's FSD team, and I think from a cash flow perspective for funding R&D this model did make a lot of sense - basically, it takes cash upfront for training models, but there's zero marginal cost for distributing the models once you've developed them.

I think this kind of "promise the future, pay now" model does alienates some people, especially when the tech is not ready today. That's why we're open sourcing everything, to avoid the feeling of overpromising on what is ready today. The core idea is that the people who bought FSD early on were very invested in it's success, and that feedback loop is very important for improving machine learning models at scale. The problem happens when actually delivering on the tech takes a long time, but I think we have a fairly clear technical roadmap to make our robot useful. At least, I think there are a lot more intermediate benchmarks for driving value for a humanoid robot than there are for self-driving cars, so I think people who buy it will have a stronger feeling that it is constantly improving.