According to Sawyer Merritt on X and Tesla’s 10-Q, Tesla reported 456,000 active monthly Full Self-Driving subscribers generating over $45 million in recurring revenue per month, signaling accelerating software margins and subscription scale (according to Sawyer Merritt; as reported in Tesla’s 10-Q). According to Sawyer Merritt, Tesla’s fleet now averages 28.8 million FSD miles per day, up 100% in three months, expanding real-world reinforcement data for model training and enhancing long-tail autonomy performance. As reported by Sawyer Merritt, Tesla will nearly double GPU training capacity in Q2 2026, indicating a major ramp in AI training infrastructure for end-to-end autonomy and video foundation models. According to Tesla’s 10-Q cited by Sawyer Merritt, Tesla entered an agreement to acquire an AI hardware company for up to $2 billion, with about $1.8 billion contingent on service and performance milestones, highlighting a strategic push into vertically integrated AI hardware. According to Sawyer Merritt, FSD v15 will run on AI4 and the Cybercab will not be capped by the 2,500 autonomous vehicle annual limit, suggesting broader commercial robotaxi deployment potential pending regulatory approval. As reported by Sawyer Merritt, Tesla will raise Model Y output at Giga Berlin by 20% from July and hire 1,000 staff, while ending Q1 with the highest first-quarter order backlog in over two years—supporting near-term delivery growth that can fund AI investment.