【Moo News】
$TSLA's AI story has two timelines.

FSD subscriptions rose 67% YoY to 1.74M, showing software demand today.

But consumer unsupervised FSD has moved to Q2 2027, while Optimus still needs time to scale.

FSD monetization is growing. Bigger AI ambitions will take j.moomoo.com/0IgrEo
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Oct 22, 2026 · 12:20 PM UTC

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