Tesla's nearly 1.5 million paid FSD customers and 55% North American attach rate strengthen its software distribution opportunity. Robotaxi surpassed 380,000 unsupervised miles, while double-digit weekly mileage growth suggests autonomous deployment is entering a new phase. Energy deployments reached 13.5 GWh, rising 53% sequentially as AI data centers create another potential storage demand catalyst.
Read on seekingalpha.com