Here is what the page “Tesla FSD Subscriptions Hit 1.74M, Up 67%, as Musk’s Pay Metric Counts Upfront Buyers” contains. Tesla disclosed 1.74 million active Full Self-Driving subscriptions in its Q3 2026 shareholder letter, a 67% increase year over year. The figure is central to CEO Elon Musk’s 2025 compensation plan, which requires reaching 10 million active FSD subscriptions. This accounting choice boosts the number toward Musk’s milestone, but it also includes hundreds of thousands of buyers who were promised unsupervised self-driving, a feature Tesla has not yet delivered.
The metric matters for investors tracking Musk’s pay package progress and for regulators scrutinizing Tesla’s self-driving claims. As Tesla moves toward robotaxi ambitions, the gap between subscription counts and actual delivered autonomous capability remains a critical watchpoint. Nova Global News curates publicly available headlines and summaries with source attribution. For the complete material, the listing points back to the source inside the network.