Musk Backs the View That FSD Is Now a Core Tesla Sales Driver
As seen on the 24/7 Wall St. homepage on September 12, 2026.
Musk endorsing the idea that Full Self-Driving now drives North American vehicle demand moves the Tesla case from units to software attach rates. Watch for an FSD take rate number on the next earnings report.
RT @SawyerMerritt: I think people are significantly underestimating just how much FSD has become a major driver of Tesla sales in North Ame…
- Replies0
- Reposts440
- Likes0
Continue ReadingShow less
Elon Musk amplified the claim that Full Self-Driving has become a major driver of Tesla vehicle sales in North America, framing the software as a demand engine ahead of the next reporting cycle.
If FSD adoption is pulling buyers into showrooms, software revenue and subscription attach rates matter as much as deliveries.
Disclosure
1 INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA( www.finra.org )/SIPC( www.sipc.org ).2The probability of a member receiving $1,000 is 0.028%. If you don’t make a selection in 45 days, you’ll no longer qualify for the promo. Members must fund their account with a minimum of $50.00 to qualify. The probability percentage is subject to decrease. Members are only eligible for the Stock Award promotion upon opening their first brokerage account; subsequent cash brokerage accounts are ineligible for the promo, including for members with multiple accounts. 3Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees. 4There are limitations with fractional shares to consider before investing. During market hours fractional share orders are transmitted immediately in the order received. There may be system delays from receipt of your order until execution and market conditions may adversely impact execution prices. Outside of market hours orders are received on a not held basis and will be aggregated for each security then executed in the morning trade window of the next business day at market open. Share will be delivered at an average price received for executing the securities through a single batched order. Fractional shares may not be transferred to another firm. Fractional shares will be sold when a transfer or closure request is initiated. Please consider that selling securities is a taxable event.
SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. (Sponsor)
The post drew 440 retweets, showing the thesis gaining traction among investors.
Keep an eye on the FSD take rate in the next quarterly earnings report.
Mentioned: TSLA