Tesla FSD Subscription and Robotaxi Reve Diagram

Strengths

• Accumulation of data from the world's largest autonomous driving fleet
• FSD technological leadership and brand appeal

Weaknesses

• High subscription pricing limits penetration rate growth
• Complex autonomous driving regulatory approvals with varying timelines across regions

Opportunities

• New revenue streams from large-scale Robotaxi commercialization
• FSD rollout in the Chinese market and growth in overseas subscriptions

Threats

• Low-cost intelligent driving solutions launched by competitors like BYD
• Tightening regulatory policies and trust crises triggered by safety incidents

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