Self-driving
Tesla said in its third-quarter shareholder letter that it had 1.74 million active FSD subscriptions, up 67% from a year earlier, counting past upfront buyers but not free trials.
A dated step forward on the record · Company-reported
What the source says
“In its Q3 shareholder letter, Tesla reported 1.74 million active FSD subscriptions , up 67% year-over-year, a count that includes past upfront buyers and excludes free trials.”
What it means
FSD (Supervised), from Tesla, is at stage 5 of 5 on our ladder: regulator-cleared or mass market. Its stage is set by other milestones on its record; this one adds to the history. This line rests on the company's own announcement; no regulator, customer or independent report confirms it in our sources yet.
Human help: A person sits at the wheel, ready to take over.
More on FSD (Supervised)
- Tesla changed its Referral Program so owners earned a free month of FSD (Supervised), a driver-assistance system needing constant attention, each time someone subscribed through their link, up to 12 times a year.
- Seoul police booked 80 people for using add-on devices to switch on FSD in Teslas not approved for it in South Korea, with police saying safety risks were confirmed.
- Latvia's road safety agency approved FSD (Supervised), a driver-assistance system needing constant attention and sold in Europe as Tesla Assisted Driving, making Latvia the 10th EU country to allow it.
- Turo said that from October 28, US renters could search for Teslas with FSD (Supervised) turned on, a driver-assistance system needing constant attention, with each car's status checked directly with Tesla.
- Tesla's AI vice president said Tesla was building its own maps from what its cars collectively learn, to fix FSD problems with speed limits, parking and choosing routes.
- Tesla said it expected unsupervised FSD, meaning customers' cars driving themselves with nobody paying attention, to reach customer cars in the middle of 2027, instead of its usual "end of next year" answer.