Part of Musk’s compensation is now tied to the number of active full self-driving subscriptions, helped by Tesla’s recent end of its practice of selling systems outright in favor of a $99 per month fee. Thus, it now reports active FSD membership has reached 1.3 million, an increase of 51 percent compared to the same period last year.
Although reports about a possible smaller Tesla EV surfaced earlier this month, the company has made no mention of 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.”
However, it’s less vague about humanoid robots: Q2 is when it begins adding capacity to build Optimus robots at a rate of 1 million per year at its factory in Fremont, California. Tesla says that if it looks like there are very few robots, the Texas production line will be able to make 10 million per year.
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