Elon Musk, on X, backed the view that customers are buying Tesla's Full Self-Driving (FSD) technology, with the car being the add-on rather than the reverse. He was quoting a post by investor Sawyer Merritt, which showed Tesla's FSD subscriptions up 67% year-over-year to 1.74 million as of the third quarter. On the Q3 earnings call, CFO Vaibhav Taneja said showroom customers were asking for an FSD drive rather than specific models, but cautioned that approval for Unsupervised FSD in China was 'hard' to secure. Tesla has offered Supervised FSD in China since May under the name 'Tesla Assisted Driving,' charging RMB 64,000, or around $9,500. Investor Gene Munster said FSD had reached an 'inflection point,' while Dan Ives praised Tesla's FSD attach rates and its Optimus robots and reiterated talk of a possible Tesla–SpaceX merger.
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TSLAElon Muskelectric vehiclesself-driving
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.6T |
| Close on 10/23/2026 | 372.22 |
| Change that session | -0.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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