Part of Musk’s compensation is now tied in part to the number of active full self-driving subscriptions, helped by Tesla recently ending the practice of selling the system outright in favor of a $99 per month fee. As such, it now reports active FSD subscriptions, which have reached 1.3 million, an increase of 51 percent compared to the same period last year.
Although reports surfaced earlier this month about a possible small Tesla EV, the company makes no mention of it in its future automotive plans, noting only 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, though: Q2 is when it starts adding capacity to its factory in Fremont, California, to build Optimus robots at a rate of 1 million per year. If that sounds like far too few robots, the Texas production line will be capable of 10 million a year, Tesla says.