Tesla FSD is the lubricant for Tesla EV sales, and I think it finally seems to be working. The better this technology gets, the more it gives people a reason to buy the car.
I don’t think saving $ money or helping the environment is the main reason people are choosing Tesla anymore. Those benefits still matter, and a Tesla can make financial sense depending on your situation. But I think more and more people are buying one bc they want Tesla FSD. They want to experience what I’ve been talking about for years… like how much easier and safer it can make everyday driving.
The numbers are starting to back that up too. Tesla reported that more than 55% of its new deliveries in North America included an FSD subscription in Q2. Globally, paid FSD users reached 1.48 million, up 56% from a year earlier, including both monthly subscribers and owners who bought it outright. Tesla also reported more interest in its vehicles in markets where FSD had received approval. There are clear signs that it’s becoming a bigger part of why people choose a Tesla.
That’s why getting people to try it is so important. Tesla already offers FSD on demo drives, so buyers can experience it for themselves. Saving money might get someone interested in an EV. But I think experiencing FSD can be what makes them choose a Tesla and what keeps them coming back for their next one.