Tesla's driver-assistance software is one of the few AI products consumers pay for directly, and the company discloses the subscriber count every quarter. At the end of the third quarter of 2026 it reported 1.74 million active FSD subscriptions, up 67% in a year
Tesla reported 1.74 million active FSD subscriptions at the end of the third quarter of 2026. This figure represents a 67% increase in active FSD subscriptions compared to the same period in the previous year. The company discloses these subscriber counts quarterly in its financial updates.
Verified 2026-10-24
Track with InsiderWhy it matters
Consumers paying monthly for AI software is rare, so this is a direct read on demand.
- Price
- $388.73
- 30D
- +7.66%
- AI share of revenue
- Not disclosed
PRICES 15-MIN DELAYED · EODHD
More on Adoption
- Stanford's 2026 AI Index, citing McKinsey's 2025 survey, breaks down AI-agent deployment by business function. Even in IT, the function with the most agent activity, the share of organisations reporting no AI-agent use at all in 2025 was still 69% of organizations report zero AI-agent use in IT, the business function with the heaviest agent activity
- Stanford's 2026 AI Index reports that organizations' use of generative AI specifically, not just AI overall, grew sharply in 2025: the share of organizations that regularly use generative AI in at least one business function reached 79%, up from 71% in 2024
- Stanford's 2026 AI Index compared generative AI's adoption curve after its mass-market debut to that of earlier transformative technologies, and found generative AI reached 53% population adoption within three years, faster than the PC or the internet
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