Cole Grinde(@GrindeOptions):So, $TSLA has 875,000 monthly FSD subscribers. At $99/month in the U.S., that implies a roughly $1.04 billion annual run rate if the base holds steady. They’ll likely surpass 1 million active monthly FSD subscribers in Q4. Soon they’ll have 2 million paying $99/mo which is $2.37 billion annually.

Cole Grinde

@GrindeOptions

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Cole Grinde@GrindeOptions

2026.10.31 02:53

So, $TSLA has 875,000 monthly FSD subscribers. At $99/month in the U.S., that implies a roughly $1.04 billion annual run rate if the base holds steady. They’ll likely surpass 1 million active monthly FSD subscribers in Q4. Soon they’ll have 2 million paying $99/mo which is $2.37 billion annually.