Updated
Updated · Yahoo Finance · Aug 10
Tesla AI Chief Touts 1.5 Million FSD Subscriptions as Paul Graham Praises US Experience
Updated
Updated · Yahoo Finance · Aug 10

Tesla AI Chief Touts 1.5 Million FSD Subscriptions as Paul Graham Praises US Experience

1 articles · Updated · Yahoo Finance · Aug 10

Summary

  • Ashok Elluswamy responded to Paul Graham’s post about his wife’s first Tesla self-driving ride by saying, “Please let it be in the US,” underscoring the market’s importance for FSD.
  • Paul Graham said Jessica Graham’s experience in a new Tesla felt like the “usual religious revelation,” highlighting the strong consumer reaction Tesla still gets from its driver-assistance software.
  • 1.48 million FSD subscriptions were active at the end of the second quarter, up 56% from a year earlier and 200,000 from the first quarter, as Tesla pushes software as a bigger driver of vehicle demand.
  • NHTSA still classifies FSD as a Level 2 supervised system and in March upgraded a probe covering about 3.2 million Teslas after reviewing nine reduced-visibility incidents, including one fatal crash.
  • The software’s rollout remains uneven outside the US: the Netherlands has approved supervised FSD, broader European clearance is still under review, and Tesla is also seeking approval in China.

Insights

Why are European regulators rejecting Tesla’s safety claims while tech elites describe the FSD experience as a religious revelation?
Can Tesla's surging autonomous subscriptions survive a massive federal engineering analysis covering over three million vehicles?
Will Tesla's new localized data centers secure China's approval before domestic rivals dominate the autonomous driving market?