Tesla's FSD (Supervised) Attach Rate Hit 75% on New Vehicles. Here's Why That Single Number Could Matter More Than Robotaxi for the Stock in 2027

Tesla (NASDAQ: TSLA) reported that more than 75% of its new vehicle deliveries in North America included a paid Full Self-Driving (Supervised) subscription sign-up in the third quarter of 2026. That's an increase of nearly 20 percentage points from the previous quarter's attach rate. For a company spending billions developing autonomous vehicles, artificial intelligence, and humanoid robots, this might be one of the most encouraging numbers in its latest earnings report.