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Tesla Telemetry Original

FSD take rate is exploding • More than 75% of new Teslas delivered in North Amer

Oct 21, 2026 · via X · @DevinOlsenn
Tesla Telemetry OriginalNews

"FSD take rate is exploding
• More than 75% of new Teslas delivered in North America now come with FSD Supervised (bought or subscribed)
• That's up nearly 20 percentage points from Q2, in one quarter
• Record net new subscriptions, with active FSD subscriptions at 1.74M (up 67% year over year from 1.04M)
• Tesla says FSD is now driving car sales wherever it's available"

(Source: X · @DevinOlsenn)

"FSD take rate is exploding • More than 75% of new Teslas delivered in North America now come with FSD Supervised (bought or subscribed) • That's up nearly 20 percentage points from Q2, in one quarter • Record net new subscriptions, with active FSD subscriptions at 1.74M (up 67% year over year from 1.04M) • Tesla says FSD is now driving car sales wherever it's available"— X · @DevinOlsenn
View the source post →Original reporting by Tesla Telemetry, based on the linked source post.
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