大笨钟
2024-05-14
2%不错了，几千个种子客户。
Only 2% of Tesla Full Self-Driving trial users end up buying it, credit card data show
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Interestingly, that goes against what Elon Musk said. The CEO previously said that Tesla would keep increasing the price of the FSD package as it gets better.</p>\n<p>Yet, Tesla slashed the price just as it released the new v12 version of the system, which is a significant step forward.</p>\n<p>The automaker tried to increase the take rate of FSD with the new version by making more people try it with the free trial, and then tempting them to buy or subscribe to it with the price reduction.</p>\n<p>However, some data indicates that Tesla wasn’t really successful with the strategy.</p>\n<p>YipitData accessed credit card data from about 3,500 Tesla owners who participated in the trial and found that only 50 bought or subscribed to FSD after the trial (via moomoo):</p>\n<blockquote>\n<p>According to YipitData’s latest figures, nearly 3,500 Tesla owners trialed the company’s Full Self-Driving (FSD) service over the past month. However, only about 50 of these trials converted into FSD subscriptions or purchases, translating to a conversion rate of just under 2% as of May 5th. The data reveals a cautious approach among Tesla drivers towards paying for subscriptions to its autonomous driving technology.</p>\n</blockquote>\n<p>In order to improve the take rate, Elon Musk also asked Tesla employees who deliver cars to give a FSD demonstration with every delivery.</p>\n<h2>Electrek’s Take</h2>\n<p>3,500 owners is a limited dataset, but it’s the best we have right now and to be honest, 2% sounds about right to me.</p>\n<p>Despite the recent price cut, it’s still a very expensive product and the value is not clear to most people. </p>\n<p>As I previously stated, I’ve been impressed by v12, but it doesn’t necessarily make it useful. v12 limits the speed in many areas and still makes mistakes. I think that it has value on the highway by reducing your workload and allowing you to focus more on the road, but on city streets, it is more stressful than driving without it.</p>\n<p>Therefore, I think most people see themselves better off with Autopilot for now.</p>\n<p>Tesla still has some work to do prove itself with FSD and increase that take-rate.</p>\n</div></body></html>","source":"electrek_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Only 2% of Tesla Full Self-Driving trial users end up buying it, credit card data show</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOnly 2% of Tesla Full Self-Driving trial users end up buying it, credit card data show\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-14 22:34 GMT+8 <a href=https://electrek.co/2024/05/14/tesla-full-self-driving-trial-users-take-rate-credit-card-data/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>According to credit card data, only about 2% of the Tesla owners who used Full Self-Driving in the free month trial ended up buying it after.\n\nStarting in March, Tesla offered a month of free trial of...</p>\n\n<a href=\"https://electrek.co/2024/05/14/tesla-full-self-driving-trial-users-take-rate-credit-card-data/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://electrek.co/wp-content/uploads/sites/3/2024/05/tesla-fsd.png?w=1600","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4592":"伊斯兰概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","FSD":"First Trust High Income Long/Sho","LU0823414478.USD":"法巴经典能源转换基金","TSLL":"Direxion Daily TSLA Bull 2X Shares","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4527":"明星科技股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://electrek.co/2024/05/14/tesla-full-self-driving-trial-users-take-rate-credit-card-data/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435512312","content_text":"According to credit card data, only about 2% of the Tesla owners who used Full Self-Driving in the free month trial ended up buying it after.\n\nStarting in March, Tesla offered a month of free trial of its Full Self-Driving (FSD) package to all its owners in North America.\nAt the same time, the automaker slashed the cost of the package from $12,000 to $8,000 or $99 per month for the subscription model. Interestingly, that goes against what Elon Musk said. The CEO previously said that Tesla would keep increasing the price of the FSD package as it gets better.\nYet, Tesla slashed the price just as it released the new v12 version of the system, which is a significant step forward.\nThe automaker tried to increase the take rate of FSD with the new version by making more people try it with the free trial, and then tempting them to buy or subscribe to it with the price reduction.\nHowever, some data indicates that Tesla wasn’t really successful with the strategy.\nYipitData accessed credit card data from about 3,500 Tesla owners who participated in the trial and found that only 50 bought or subscribed to FSD after the trial (via moomoo):\n\nAccording to YipitData’s latest figures, nearly 3,500 Tesla owners trialed the company’s Full Self-Driving (FSD) service over the past month. However, only about 50 of these trials converted into FSD subscriptions or purchases, translating to a conversion rate of just under 2% as of May 5th. The data reveals a cautious approach among Tesla drivers towards paying for subscriptions to its autonomous driving technology.\n\nIn order to improve the take rate, Elon Musk also asked Tesla employees who deliver cars to give a FSD demonstration with every delivery.\nElectrek’s Take\n3,500 owners is a limited dataset, but it’s the best we have right now and to be honest, 2% sounds about right to me.\nDespite the recent price cut, it’s still a very expensive product and the value is not clear to most people. \nAs I previously stated, I’ve been impressed by v12, but it doesn’t necessarily make it useful. v12 limits the speed in many areas and still makes mistakes. I think that it has value on the highway by reducing your workload and allowing you to focus more on the road, but on city streets, it is more stressful than driving without it.\nTherefore, I think most people see themselves better off with Autopilot for now.\nTesla still has some work to do prove itself with FSD and increase that take-rate.","news_type":1,"symbols_score_info":{"FSD":1,"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2089,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/305823138656536"}
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