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Tesla's Self-Driving Software Hits Record Growth

FSD subscribers approach 1.5 million, but human driver still required.

The Next Web1 min

1Tesla's FSD Software Growing Rapidly

Tesla's Full Self-Driving (FSD) software added 200,000 new users in Q2, bringing the total number of subscribers close to 1.5 million. This marks the company's largest single-quarter growth on record.

2Shift to Subscription Model

Tesla removed the one-time payment option on February 14, transitioning FSD to a monthly subscription model. Currently, 45% of FSD users are paying $99 per month.

3Financial Impact of FSD

The shift to a monthly subscription model for FSD has created a recurring revenue stream of over $65 million per month for Tesla, significantly contributing to the company's financial performance.

4Global Expansion of FSD

The FSD software is now available in 12 countries following a European expansion that began in the Netherlands in April and has since reached Lithuania, Estonia, Denmark, and Belgium.

5Human Driver Still Required

The FSD software remains a supervised system requiring the driver to keep hands on the wheel and eyes on the road at all times. The unsupervised version is only used in a small robotaxi fleet in Austin, Dallas, and Houston.

6Future Goals

CEO Elon Musk's compensation package sets reaching 10 million active FSD subscribers as a milestone. At the current growth rate, achieving this target could take over a decade.

Original article: The Next Web — Tesla'nın Kendi Kendini Sürme Yazılımı Rekor Kırıyor