Tesla Tallies 1.74 Million FSD Users by Counting Upfront Buyers Toward Musk Pay Goals

Tesla reported reaching 1.74 million active Full Self-Driving users, representing a 67% increase year-over-year. However, shareholder filings reveal the automaker achieves this number by lumping past upfront buyers in with monthly recurring subscribers to align with Elon Musk's executive compensation targets. Musk must hit 10 million active FSD users to unlock key performance awards, even as unsupervised autonomy remains undelivered.