Active FSD subscriptions is a line item in the financials for Tesla. 1.1 million active subscriptions.
3 pages out of 11 pages of the meat of the Tesla deck are now AI, robotaxi FSD pages. 1 page of summary, 4 pages of financials and operational numbers. Really 3 out of 4 pages highlighting what the company is really doing. only one is regular automotive and manufacturing and those pages have robotics too on one page and ai training compute leads the support infrastructure. The quarterly deck finally reflects Tesla as more than a car company. Tesla share price will re-rate as a fully non-car company.
Robotaxi doubling every month. ALREADY well over 500 vehicles in Austin and SF Bay Area. The online trackers were wrong.
This will be about 6-12 month transition that starts now.
Tesla expect hardware-related profits to be accompanied by an acceleration of AI, software and fleet-based profit.
Transportation as a service. Movement as a service. (demand or need something. how fast can AI figure out where to get it and how close will it be and then bots and vehicles to move it where it needs to be). Like a mind reading genie where you want something and very soon it is with you or where you think that something should be somewhere else and it instantly dispatches. Like mickey mouse cartoon – sorcerers apprentice but a good version. automatic Self-organization
Cybercab, Tesla Semi and Megapack 3 are on schedule for volume production starting in 2026. First generation production lines for
Optimus are being installed in anticipation of volume production.
Tesla Stopping production of S/X in a couple of quarters and converting that space to build Teslabots.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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