Tesla Shareholders Q&AQ1 2026 Earnings Q&A · Asked by Priya Natarajan ·
How should we model FSD take-rates now that v14 is wide-released?
1 answer
Tesla Shareholders Q&AQ1 2026 Earnings Q&A · Asked by Priya Natarajan ·
Take-rate roughly doubled since the wide release. We don't guide on it, but the right mental model is software-like adoption curves once reliability crosses the 'my commute just works' threshold — which it has in most North American metros.