Part 9/12:
Tesla’s push into autonomy and robotics promises massive revenue streams. With approximately 8 million vehicles in the global Tesla fleet, even a modest 12% adoption rate of Full Self-Driving (FSD) subscriptions can generate substantial profits. Calculations suggest that if just 12% of Tesla owners subscribe to FSD, Tesla could see over $1 billion annually in recurring revenue, translating into significant profitability—assuming high margins.
Once autonomy reaches a proven, safe, and regulatory-acceptable threshold, the potential for dramatic growth is evident. The comparator is the early days of electricity, which revolutionized multiple industries. Tesla’s AI systems are poised to do the same for transportation and beyond.