✅ Confirmed
FSD
FSD
Musk says Tesla buyers prioritize FSD over vehicle in Q2 earnings call
During Tesla's Q2 2026 earnings call, Elon Musk emphasized that in markets where Full Self-Driving (FSD) is approved, over 55% of North American deliveries included an active FSD subscription at delivery. Musk stated many customers buy Tesla prioritizing FSD, with the vehicle as secondary. AI chief Ashok Elluswamy reported the fleet has driven over 380,000 unsupervised miles with zero notable incidents. Musk also discussed the production ramp of the Optimus robot, expecting a slow and extended manufacturing curve due to the novelty of its parts.
- 55% of North American deliveries had active FSD subscription in Q2 2026
- FSD fleet drove 380,000 unsupervised miles with zero incidents
🔎 Why it matters: The FSD version and its high adoption in Q2 deliveries indicate a shift in customer demand prioritizing advanced software over the vehicle.
📈 Upside: Increased FSD adoption can accelerate validation and continuous improvement of the autonomous system.
📉 Risk: Robotaxi deployment must be cautious to avoid incidents that could trigger regulatory clampdowns.
🤖 Automated analysis and summary. Every story links its original source for verification.