Tesla Says 75% of Deliveries Include FSD Subscriptions -- WSJ

By Owen Tucker-Smith

Tesla noted in its third-quarter earnings report that more than 75% of new vehicle deliveries in North America include subscriptions to Full Self-Driving (Supervised), a record number.

FSD is Tesla's automated driving assistance system, which drivers pay a monthly premium to use.

"FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets," the company said.

The company also said that cumulative unsupervised Robotaxi miles grew eightfold quarter over quarter, and that Tesla began rolling out its Cybercab in its Austin Robotaxi fleet in September.

Both developments point to Tesla's goal of becoming an autonomous driving and AI powerhouse, rather than a traditional car company.

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October 21, 2026 16:46 ET (20:46 GMT)