FSD & Robotaxi

Q2 2026 note

Tesla's FSD business is shifting from simple adoption toward deeper usage, while robotaxi activity remains an early extension of that network rather than its main use. Active FSD subscriptions reached 1.48 million (chart 11), and daily FSD miles per subscriber rose from 10.8 miles to 22.9 miles (chart 17). Cumulative FSD miles increased from approximately 6.4 billion to approximately 12.9 billion (chart 18). By comparison, cumulative paid robotaxi miles reached 2.45 million, while cumulative unsupervised robotaxi miles reached 380,000 (chart 19). The evidence points to two linked changes: the subscriber base is getting larger and each subscriber is using FSD more, which explains the rapid expansion in total miles. Yet the much smaller robotaxi figures show that this broad owner usage has not translated into comparable autonomous commercial service. FSD is therefore functioning primarily as a widely used driver feature, with robotaxi operations still a limited layer of the business.