Tesla FSD subscription revenue hits ~$1B ARR with roughly 870K paid subscribers
mobileraj · x · 2026-11-07
Tesla's FSD subscription revenue has reached an estimated $1B ARR, with roughly 870K paid subscribers paying $99/month. Commenters note how rare this is: consumers generally only pay subscriptions for utilities and entertainment, making FSD one of the few mass-market software subscriptions that sticks.