Tesla Q3: FSD above 75% adoption, Grok Bot rides in Cybercab
Tesla's Q3 update shows over 75% of North American deliveries with FSD and 1.74M subscriptions, plus Grok Bot handling inbox, calendar and tasks by voice inside Austin Cybercabs.
FSD adoption is exploding Over 75% of new Teslas delivered in North America now come with FSD (Supervised), up nearly 20 percentage points in just one quarter • 1.74M active FSD subscriptions, up 67% year over year • Record net new subscriptions • 4 new EU approvals: Croatia, Slovenia, Czech Republic and Slovakia • FSD now live in 9 EU countries, used by 100,000+ customers who've driven 160M+ km And Robotaxi is going vertical Cybercab started giving rides in Austin on September 3, and cumulative unsupervised Robotaxi miles grew 8x in a single quarter to nearly 2 million, with sustained double-digit weekly growth Austin Robotaxi now runs 6am to midnight, and Grok rides along in Cybercab with Grok Bot handling your inbox, calendar and tasks by voice Absolutely insane pace https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2026-Update.pdf