this post was submitted on 15 Apr 2025
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The only people he's going to have to upgrade are those who purchased it. In the past there's been some small claims court cases where someone won about being upgraded for a subscription, but if that is truly a concern, Tesla could stop the subscriptions for a few years and let the cars age out. They have no obligations to offer a subscription, it wasn't a thing when the original promise was made.
Also, they only need to upgrade cars when it'd actually be capable. The promise is to upgrade cars to capable hardware, not upgrade cars with every hardware iteration, so as long as hw4 can't actually do it, they're likely in the clear as well.
Given most people don't think they can actually make fsd work, then they're in the clear.
If they somehow make it work, the upgrade cost is going to be peanuts compared to the insane amount of money they'd start printing.
So it's not much if a story.
Edit: also worth mentioning, he's been pretty clear over the years that FSD is going to cost a lot more money once it's available for real. So if he does have to upgrade everyone who pays for it (lets assume they stop subscriptions to avoid that issue), even if that means upgrading all HW4 cars as well because it needs HW5, he can jack the price up more to help cover the upgrade cost. No one should be under the illusion that purchasing FSD will be cheaper than it is today if they succeed.