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…
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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.
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