Tesla FSD demand exceeds production capacity — Musk admits 'significant margin' · FSD is now the sales driver
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Musk told the Q3 2026 earnings call that Tesla vehicle demand is exceeding production capacity by a 'significant margin,' driven by surging interest in Full Self-Driving. Austin F1 qualifying saw a record 1,250 Cybercab sightings, 92.7% driverless — confirming real-world FSD demand.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.