Tesla Reveals FSD Take Rate for the First Time, with S/X Buyers Leading the Way

Tesla has, for the first time, given specific guidance on the adoption rate of its Full Self-Driving (FSD) package—something the company has historically avoided disclosing. In a new segment of Jay Leno’s Garage, Lars Moravy, Tesla’s Vice President of Vehicle Engineering, revealed that FSD take rates are “increasing a lot.”

According to Moravy, adoption has climbed from single-digit percentages on many Tesla models into the “teens,” while Model S and Model X buyers are opting in at an estimated 50 to 60 percent.

This level of transparency marks a departure from Tesla’s usual approach. The company has long highlighted FSD’s role in its financial performance, especially through deferred revenue reporting, but it has stopped short of publishing exact take rates. Historically, the only available data came from independent trackers, community estimates, or credit-card analysis firms—none of which Tesla ever officially confirmed, other than CEO Elon Musk saying it was “much higher.”

By providing concrete adoption ranges, even if only directional, Tesla has offered its clearest acknowledgment yet of how many buyers are choosing their driver-assistance software.

The numbers hint at a clear divide between Tesla’s vehicle segments. Buyers of the more affordable Model 3 and Model Y are adopting FSD at a much lower rate, typically in the low- to mid-teens. In contrast, owners of the flagship Model S and Model X appear far more willing to pay the premium for advanced driver-assistance, with more than half reportedly selecting the package.

That distinction isn’t surprising. Customers purchasing higher-end models are already paying six-figure sums for their vehicles, making the additional cost of FSD—priced at C$11,000/US$8,000 up front or via subscription at $99 per month—less of a barrier.

The question is whether this disclosure represents a one-time glimpse or the start of a more transparent reporting practice. Investors and customers alike have long called for Tesla to break out FSD adoption by region and model, much like traditional automakers report option mix.

For now, Moravy’s remarks highlight two important truths: FSD adoption is higher than many third-party estimates suggested, and Tesla’s premium customers remain its most enthusiastic buyers. Whether those trends hold as Tesla expands free trials, improves the software, and pushes global rollouts will be crucial in determining how central FSD becomes to the company’s long-term growth story.

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