Some of Musk’s compensation is now tied in part to the number of active self-driving subscriptions, thanks to Tesla recently ending the practice of selling the system directly. in favor of a rate of $99 per month. As such, it now reports active subscriptions to FSD, which reached 1.3 million, an increase of 51 percent compared to the same period last year.
Although reports emerged earlier this month about a possible small Tesla EV, the company does not mention it in its future automotive plans, only noting that it is “focused on optimizing our vehicle product portfolio, with an emphasis on vehicles designed for a fully autonomous future.”
It’s less vague about humanoid robots, however: The second quarter is when it begins adding capacity to its factory in Fremont, California, to build Optimus robots at a rate of 1 million per year. If that sounds like too few robots, the Texas production line will have capacity for 10 million a year, Tesla says.
