Tesla's FSD (Supervised) Attach Rate Hit 75% on New Vehicles. Here's Why That Single Number Could Matter More Than Robotaxi for the Stock in 2027.

Tesla reported a 75% attach rate for paid Full Self-Driving (Supervised) subscriptions on new North American vehicles in Q3 2026, with 1.74 million active paid FSD customers globally—a 67% year-over-year increase. The article argues this recurring subscription revenue stream could be more significant than robotaxi development for Tesla's valuation in 2027, potentially generating billions in annual revenue. However, the key metric to watch is customer retention rates, which Tesla has not yet disclosed in detail.