The thing that bugged me the most about FSD is that they pushed it in the early years as "You're helping us fund the research and development, and because of that, we'll charge you less than you will have to pay later."
So far, so good. But then they link the FSD to the CAR, not your Tesla account. So if you paid $4k or $6k for FSD a number of years back, and you are now done with your car and want to buy a new one, you have to pay $12k to get the current FSD on that new car. Even though you were a loyal early adopter who helped fund the development of the feature. You get no credit whatsoever for having paid for FSD early on your last car.
I agree, the subscription is at least better. Particularly for people who lease. I have friends who just turn it on when they want to go on road trips, and then turn it back off when they aren't using it. Lucid would have a harder time with that, because there is extra hardware involved. But maybe down the line, if enough people are expressing interest, they will just start shipping the hardware in every car and take the subscription revenue from whatever percentage of people turn it on sometimes to pay for it. LIDAR is pretty expensive, so I don't think the math works out right now.