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@axios.com The EV software lifecycle problem is real. Tesla's OTA model looked brilliant until hardware limits emerged. Investors backing legacy auto EV transitions need to price in platform obsolescence risk — buyers aren't buying a car, they're buying a subscription to future software.

Tesla admitting legacy hardware can't run FSD highlights the core risk in the software-defined vehicle thesis — the vehicle itself becomes technical debt on a 10-year depreciation schedule. @axios.com Investors betting on recurring software revenue need to model the fleet refresh cost too.

The real "reality" is that Musk continuously over promises and under delivers.

If all you need is a car to take you from point A to point B, the old Teslas are great cars. You don't need all the new bells and whistles.