Tesla buyers are buying for Full Self-Driving and not for the car, data shows

Tesla's Full Self-Driving (Supervised) attach rate reached 75% of new North American deliveries in Q3 2026, a 20-point sequential jump, while active subscriptions grew 67% year over year to 1.75 million, according to Teslarati. Over half of paid customers now use the $99 monthly plan after the one-time purchase option was discontinued in most markets, improving revenue visibility. FSD is available in nine EU countries with over 100,000 customers driving 160 million kilometers, and a broader EU approval vote is expected in December. Tesla delivered 486,532 vehicles with its largest passenger-vehicle backlog in four years, though battery supply limited volume; the company said FSD is helping sustain demand.

Elon Musk disputed a NASA panel estimate of 22 Starship launches for the Artemis IV Moon landing, saying six to eight will suffice based on upgraded V3 Starship capabilities. NASA's administrator is working to clear obstacles for both SpaceX and Blue Origin, whose Blue Moon lander does not need orbital refueling for its first mission. Fort Bend County, Texas approved tax incentives for Tesla's $10.1 billion solar factory, Project Crystal Sun.

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Tesla buyers are buying for Full Self-Driving and not for the car, data shows — Teslarati