Tesla AI Watch posted an update
More than 75% of Tesla’s North American deliveries in the third quarter came with Full Self-Driving (Supervised), up from more than 55% in the second, according to a Yahoo Finance article. That is a striking rise in take-up, though it does not mean every buyer is paying for the software.
Why it mattersThe article says every new Tesla includes a free month of FSD. An RBC analyst estimated that 30% to 40% of buyers paid at delivery, while Tesla did not directly address that estimate. Tesla’s FSD customer count is growing, but sign-ups and paid subscriptions are not interchangeable. How much should investors read into the rising attach rate when the paid conversion and cancellation picture remains incomplete?
Discuss: How much should investors read into Tesla’s rising FSD attach rate when the paid conversion and cancellation picture remains incomplete?
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