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Tesla's Q3 FSD subscriptions reached 1.74 million, exceeding expectations, and Robotaxi has launched in Austin.
Tesla's active FSD subscriptions reached 1.74 million in Q3 2026, exceeding analysts' expectations of 1.57 million, a year-over-year increase of 67%. The FSD (Supervised) take rate in new vehicle deliveries in North America surpassed 75%. Additionally, Tesla began offering Robotaxi services with Cybercab in Austin on September 3, with cumulative unsupervised driving miles increasing eightfold quarter-over-quarter. Optimus robots have also begun production at mass production quality standards at the Fremont factory in California.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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