About this episode
The episode discusses Tesla's significant revenue from FSD subscriptions and its rapid growth potential in the AI sector.
Tesla reported 1.28M active FSD subscriptions at the end of Q1 2026. At $99/month that's equivalent to $1.5B in annual revenue. That's right, Tesla already has a $1.5B / year AI business that is almost 100% profit (pure software) and it's growing like crazy. Subscriptions were up 51% year over year in Q1 and accelerating. With EU approval in the Netherlands paving the way for Europe and upcoming FSD approval in China get ready for this FSD subscriptions number to keep BOOOMING. What are your thoughts??Tesla Q1 2026 Shareholder Letter: https://assets-ir.tesla.com/tesla-con... My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock nothing in this show is financial advice.
People in this episode
Host: hyperchange
Topics covered
- Tesla
- AI business
- FSD subscriptions
- revenue growth
- software profits
- market expansion
Keywords
- Tesla
- FSD
- AI business
- subscriptions
- revenue
- profit
- growth
Mentioned in this episode
Organizations: Tesla
Products: FSD subscriptions
Places: Netherlands, Europe, China
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