$Tesla(TSLA.US) cutting the subscription fee for autonomous driving by half is a very clear signal: Tesla's special premium as an electric vehicle is almost exhausted, and its future value will definitely be realized through autonomous driving.

In North America, it makes perfect sense to generate repurchases through FSD as soon as possible without lowering prices. This market can accept practicality and comfort even if it means using iron rims with plastic shells for wheels (by the way, the same goes for China). Talking too much about fancy features is meaningless, but FSD is worth discussing in North America's road conditions. Paying $100 a month to let the car drive itself is very attractive—after all, Netflix already costs $50 a month, right?

In the Chinese market, this service might not go as smoothly. But! Competitors in China will definitely try their best to slash the cost of autonomous driving this year to exploit the time gap before FSD's full rollout: 'Our features are almost the same as yours, and now the cost is similar too.'

As for the implementation method, let me be blunt: if everyone chooses low-threshold open standards by looking at Tesla in mainland China, it won’t be a big deal to announce later that entry-level models also support large-scale city driving.

If you take seven or eight years to release 'Supervised,' why can’t I release the exact same thing?