Tesla Subscription Model Kills Hardware First Approach

Huge thanks to @BrighterwithHerbert for joining the discussion.
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https://twitter.com/herbertong

0:00 Introduction: Is This the End for Tesla & EVs?
0:36 Guest Intro: Herbert Ong from Brighter
0:51 Tesla's Profit "Sputtering" & Robo-Taxi Delays
2:23 Why Robo-Taxi Rollout Is Slower Than Promised
3:31 US EV Sales Plunge After $7,500 Tax Credit Ends
5:07 Legacy Automakers' Massive Write-Downs (GM & Ford)
7:40 Chinese Automakers' Global Expansion & Competition
10:25 Tesla's 7-Seater Model Y Option & Robo-Taxi Fit
12:15 FSD Moving to Subscription-Only Starting Feb 14
14:48 Why Subscription Model Makes Sense for Future Value
17:20 Future of Car Ownership: All-Subscription & Robo-Taxi Fleets
20:55 Final Thoughts: Take Rate, Competition & Viewer Questions
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Видео Tesla Subscription Model Kills Hardware First Approach канала FutureAzA