This is like joining an MLM. Let’s assume the math holds: anybody can buy a car and make $100k in profit over 10 years. So you buy one… except it turns out that since anybody can do it, enough other people do it to drive up supply. So prices drop and you’re getting fewer rides for less money than your original equation.

The only way this doesn’t happen is if robotaxis cost more to buy or operate than it’s worth for the average person to do so.

The obvious future is that robotaxi network will be operated by the company that makes the software, not individuals.

Be it Tesla or Waymo or GM.

So unless you can develop your own FSD software and build millions of cars cheaply, you won't be competing with a robotaxi network.

And they won't be selling you robotaxi software at any price.

And if someone does develop FSD software and sells it to individuals, there's still the issue of competing with a network. You won't compete with Uber even if you build similar iPhone and Android apps. The size of the network matters.

There might (or might not) be a transitory period when this software is sold to individuals and there's a rev share agreement.

Musk mused about such scheme but he also hinted that this is not going to last forever.

This is simply a financing and cash flow decision of the CFO.

If Tesla goes unprofitable and cash flow negative, the wall street might loose their minds even if this money is simply an investment into robotaxis that might return 10x in the future.

A simple way to fund robotaxi network without going negative cash flow is the sell the car and the software for, say $20k, and then do 30-70% revshare on the $100k of profit (i.e. $30k for Tesla, 70k to car owner, which would end up with 50k profit to Tesla and 50k profit to the owner while keeping Tesla profitable on a quarterly basis).

But eventually Tesla will want all of the $100k profit and will be making more than enough to pay for the cars upfront.

At such time they'll stop selling FSD and cars altogether and go exclusively robotaxi.

The logic doesn't change for GM or Waymo.

It seems we’ve gone back to where we started. I said I didn’t see how my car would be worth $100k with complete FSD, you gave an equation claiming it would be, and now we’ve looped to you agreeing that it won’t be?