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·15:14TOP特斯拉显然正在从“电动汽车交付数量”转向人工智能优先的叙事。马斯克在2026年上半年加大了自动驾驶技术、FSD渗透率（约占车辆的12%）和Robotaxi计划的力度，这表明该公司认为自己不仅仅是一家汽车制造商——想想人工智能、自动驾驶和机器人公司。人工智能计算、Optimus、电池和工厂的资本支出超过200亿美元，特斯拉不再只是销售汽车，而是销售明天。最近的市场走势表明，TSLA和META上涨，而MSFT则落后，这表明投资者现在有价格叙述+增长选择，而不仅仅是交付的单位。1Report