Just my thinking and I'm just free wheeling it and not at my office with the modeling data but:
There is something like 70 Million cars sold annually (lets say it's 50 Million cars for arguments sake). Every single gasoline and diesel car sold needs to be non-fossil-fuel in short order. THe conversion is happening faster than people realize as well so realistically that number will be higher but whatever:
If Tesla gets to the FSD finish line before other manufacturers Tesla can offer FSD (and other software) to them for say a $1,000 licensing fee at time of sale for the FSD software rights. The other companies will likely get on board rather than try to perfect their own, and tHe manufacturers pay for their own hardware (not too expensive for Tesla system vs Lidar etc). THEN - factoring in say 20 Million of those cars that aren't (CHinese companies that can compete with the AI and the FSD) ... like to use FSD at (say) $100 / month. THat's $2Billion per month at the start and 4 Billion next year and 6 billion the year after.... Per month. assuming car sales numbers stay the same. . As FSD becomes ubiquitous and rises in acceptance it'll be the majority of cars sold in much of Asia, North America and Europe.
Tesla in the deal keeps the data. When software drives the car, and you're in the car, you're going to want to do things. So that internet connection through SpaceX comes into play. Suddenly you're paying Spacex (which will be public and the largest company in the world by far) a monthly fee of $X (whatever) . And you're using the SpaceX internet for social media and apps that cost X / month or whatever - in your Tesla, or your EV from Compan X that licences the Tesla ecosystem.
I thin that's the 10 year outlook.
ALso, Google Android is in all the cars too...
As Musk tweeted a week or so ago - A tesla is a car, but the real torque on Tesla earnings is the software revenue.
I'm sure I'll be wrong about almost all of this btw - but to me I fully expect this to be the direction they go at some level and the point is it's a lot more valuable to look at the software potential and that eventually it'll be the disposable razor model - almost give the razor itself to you, but charge on the blades when you're hooked into the system.