Tesla bet on FSD for mass revenue goes against US consumer preferences. Most want to own their own vehicle and love the control of driving.
So there will not be a vast shift to FSD to save money. It is useful but for niche markets.
At the same time Tesla faces a wave of new battery tech in 2027 to 2030 that will level the playing field.

China joint venture in battery manufacturing is now in the US as well as JV from Korea and Japan.