Tesla’s self-driving software is selling faster than ever, and it still needs a human driver
THE SO WHAT
With nearly 1.5 million active FSD subscribers and 55% of North American deliveries in Q2 activating it at purchase, Tesla is proving that "driver-assist" can monetize like autonomy. For other AV and ADAS players, the bar is clear—revenue can scale before full autonomy, but only if you package upgrades as a default add-on, not a niche feature.
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