Tesla disclosed 1.1 million FSD subscribers out of 8.9 million vehicles, a ~12% penetration rate. Musk said FSD is already running fully unsupervised in Austin, with Robotaxi services targeted for 1H 2026 across multiple U.S. cities.
This pivot is backed by aggressive investment, with 2026 capex expected to exceed $20 billion, funding AI compute, Optimus, energy storage, batteries, and capacity expansion—clearly signaling Tesla’s roadmap beyond EV sales.
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- 小虎超有料·15:14TOPTesla is clearly pivoting from “EV delivery counts” to an AI-first narrative. Musk doubled down on autonomous tech, FSD penetration (~12% of vehicles), and Robotaxi plans for 1H 2026, signaling the company sees itself as more than a carmaker — think AI, autonomy and robotics firm. With >$20B capex for AI compute, Optimus, batteries and factories, Tesla isn’t just selling cars anymore — it’s selling tomorrow. Recent market action, where TSLA and META rally while MSFT lags, shows investors now price narrative + growth optionality, not just units delivered.1Report