Mike P(@mikepat711):I think the reason FSD take rate has been bad is because to most non tech nerds, it has been shit historically. I think even V13 had enough minor annoyances to make many not use it. I think that changed about 8 months ago with 14.2, and I don’t think we’re ever going back. 14.3 has broader appeal, and the TAM channel is going to continue to widen. It felt so insane to all of us for so long that adoption sucked, but I think we were just willing to tolerate more as super fans. But it’s starting to play out now.

2026.08.16 16:21

I think the reason FSD take rate has been bad is because to most non tech nerds, it has been shit historically. I think even V13 had enough minor annoyances to make many not use it. I think that changed about 8 months ago with 14.2, and I don’t think we’re ever going back. 14.3 has broader appeal, and the TAM channel is going to continue to widen. It felt so insane to all of us for so long that adoption sucked, but I think we were just willing to tolerate more as super fans. But it’s starting to play out now.

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