Part 6/12:
By lowering FSD subscription costs, Tesla expects a significant surge in user adoption, expanding from current take rates of roughly 10-15% to potentially over 30-50%. The company’s internal data suggests that utilization rates—the percentage of miles driven on FSD—are climbing sharply, with anecdotal reports of some users now relying on FSD for over 70% of their driving miles.
This increased use accelerates the collection of edge cases and real-world scenarios, which are crucial for AI training and refinement. Each mile driven by the fleet feeds into a cycle where the system becomes safer and more reliable, helping Tesla approach truly level 4 and above autonomy.