According to Sawyer Merritt, Tesla CFO Vaibhav Taneja disclosed that the paid customer base for Tesla's Full Self-Driving (FSD) software accounts for just 12% of its entire vehicle fleet. This data highlights a significant challenge for Tesla's AI-driven autonomous driving business model, as the low adoption rate may impact the scalability and profitability of AI-powered mobility solutions. For AI industry stakeholders, this presents opportunities to explore user adoption strategies, pricing models, and value-added features to increase uptake of advanced driver-assistance technologies in the automotive sector (Source: Sawyer Merritt on Twitter, Oct 22, 2025).