Tesla(US:TSLA) 大鱼聊电动·2025-10-16 10:06Customer Trust & Brand Loyalty - Tesla faces a significant trust crisis due to its handling of Full Self-Driving (FSD) upgrades for early adopters [1] - The core issue revolves around the perceived betrayal of early customers who purchased FSD with the understanding of "lifetime membership" [1] - The company's decision to require HW4 system upgrades for the latest FSD, leaving older HW3 chip users behind, is seen as a breach of promise [1] - The situation poses a challenge to Elon Musk's integrity and Tesla's reputation, questioning whether short-term profits outweigh long-term brand loyalty [1] Financial & Strategic Implications - Large-scale hardware recalls and upgrades are financially burdensome for Tesla, impacting its financial statements [1] - The company must decide between prioritizing short-term shareholder satisfaction and safeguarding the loyalty of its earliest supporters [1] - Failure to offer a substantial HW3 to HW4 upgrade plan could lead to consequences beyond just reduced car sales [1] Technological & Upgrade Concerns - The core of the problem is the ineligibility of older HW3 chips for the latest fully automated driving features [1] - Tesla is allegedly forcing older users to purchase new cars to upgrade to the HW4 system [1]