Tesla’s self-driving software is selling faster than ever, and it still needs a human driver
TL;DR
Tesla FSD subscribers hit nearly 1.5 million after a record 200,000 added in Q2, with 55% of deliveries opting in
Tesla now has nearly one and a half million active Full Self-Driving subscribers after adding 200,000 users in the second quarter, the largest single-quarter gain on record. CFO Vaibhav Taneja told analysts that 55 percent of North American deliveries in Q2 had FSD activated at the time of purchase, a quarter in which Tesla delivered more than 480,000 vehicles worldwide. Year-over-year subscriber growth stands at 56 percent.
The subscriber mix is shifting decisively toward the monthly model, with about 45 percent of current FSD users now paying the $99 subscription after Tesla eliminated the one-time purchase option on February 14. The software had previously sold for up to $15,000 as a lump sum and later $8,000 as an add-on. Removing that upfront barrier has turned FSD into a...
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