Jun. 1 at 2:43 PM
$TSLA TSLA selling FSD in China for roughly ¥64,000 / ~
$9,000 USD while competitors are bundling driver-assist features for free is a massive statement.
China is the most competitive EV market on earth. Tesla doesn’t price FSD like a throwaway feature — they price it like premium software they believe can win.
Rollout may still be early, but the signal is clear: Tesla is positioning FSD as high-margin software, not just another car feature.
Once China adoption + subscription options kick in, this could become a serious revenue lever.
Bullish. 🚀