> Rivian says it will charge $49.99 a month, or $2,500 up front, versus Tesla’s $99 per month for its rival system, which is somewhat misleadingly called Full Self-Driving (Supervised), or FSD. Mercedes, meanwhile, plans to charge $3,950 for a three-year subscription for the forthcoming MB.Drive Assist Pro
If and when FSD systems become a reality and are safer than human drivers, I would expect that regulators will require them on all cars, just as they did reversing cameras, airbags, automated emergency braking, and other once-optional safety features.
I think insurance companies might beat the regulators, in terms of incentivizing safer vehicles via discounts.
Which would then offset these monthly subscriptions by car companies.
If it gets too embedded into the revenues of the car companies, regulators are going to have a hard time making it required without a subscription. It could be that you just either have a car with a monthly payment or you don't.
My 2025 model 3 has driven me over 95% of my last thousand miles. I'm frankly surprised it isn't more, but I'm not the only driver of the car.
It's very obvious to me that FSD is a reality already, usually from parking spot to parking spot. And it at least feels much safer than I am driving, especially since I can get tired, etc
It's too cheap if it requires updates
>I would expect that regulators will require them on all cars
That assumes that suppliers are available to affordably add it.
So far Tesla is the only company remotely close to unsupervised self-driving that doesn't add $1000s to the BoM cost of the car.
Sure. So long as I don't have to pay for it.
Which will pose an interesting problem; we’ll have to pay a subscription to legally be allowed to drive our car on the road. As much as I’m excited for autonomous driving I’m not excited for the legal implications that follow
I think given how far companies like XPeng are with their systems in China. This is more a question of "when" than "if" with the when part narrowed to a time range of perhaps 2027-2029. Xpeng seems to be planning for 2027. Not in the US of course but the rest of the world is a big place.
I expect that by the mid 2030s this will be widely used across most car markets in both L2 driver assist form and L4 style autonomous taxis active in most large cities on all continents. L4/L5 level driving for privately owned cars might trail that a bit but I think the technical arguments against that are rapidly evaporating as well. The arguments are increasingly about regulation, insurance, liability, etc. I think the Chinese are a bit more pragmatic on this front and more likely to just get this done domestically by the early 2030s and will be deploying this globally by the mid 2030s. The only question real question is whether the US and Europe will do that before or after them and whether that will be with their own tech or somebody else's.
Rivian seems to have all the right tech and strategy.