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Opinion: Tesla FSD Beta critics’ pearl-clutching and outrage are getting ridiculous
Tesla’s “Request Full Self-Driving Beta” button is here, and so is the Fear Uncertainty and Doubt (FUD). Over the weekend, Tesla owners with qualified vehicles and who purchased the company’s Full Self-Drivings suite were able to press a button that would allow them to apply for a slot in the company’s soon-to-be-expanded FSD Beta program. The company also launched its Safety Score system as a way to help determine which of its customers are safe drivers.
True to form, it did not take long before Tesla critics pounced on the “Request FSD Beta” button and the company’s “Safety Score” system. Pretty soon, even a US Senator joined the fray in condemning the FSD Beta program. While this is not a surprise and almost expected considering Tesla’s history, it must be said that this time, the pearl-clutching and outrage from the company’s critics are getting quite ridiculous.
Tesla’s Strategy
To get proper context on the FSD Beta expansion, one must know how Tesla started the program in the first place. The FSD Beta program was launched in October 2020, and for nearly a year, it was limited to just about 2,000 drivers. These drivers have accumulated valuable real-world data over the past 11 months, and none were involved in an accident. This effectively did two things: one; it proved that the FSD Beta program is feasible, and two; it set a very high bar for the rest of the FSD Beta rollout.
Expanding the FSD Beta program requires tons of caution. Thus, it was no surprise that the company launched a Safety Rating system designed to evaluate the driving behavior of Tesla owners. This effectively gave the company a rather objective way to evaluate which drivers could participate in the FSD Beta program expansion. It should also be noted that owners who qualify for the program would not be using a consumer release version of the Full Self-Driving suite. They would simply be part of the FSD Beta test program.
Clutching Pearls
This fact seems to have escaped some of the media coverage about the FSD Beta program expansion. Bloomberg, for one, ran with a headline that read “Tesla Starts Judging Owners It Charged $10,000 for Self-Driving.” This premise is quite incorrect as the $10,000 Full Self Driving suite being sold by Tesla is a consumer release product, not the advanced driver-assist system that would be used by owners who qualify for the FSD Beta program. Despite this, sentiments opposing the program, as well as the Safety Score system, have been quite evident among the company’s critics.
Such a misinformed take was evident in a Twitter post shared by US Senator Richard Blumenthal, who noted that Tesla was “putting untrained drivers on public roads as testers for their misleadingly-named, unproven system.” The Senator added that the FSD Beta strategy is a “seeming recipe for disaster” as the company is playing “Russian Roulette for unsuspecting drivers & the public.” Interestingly enough, the politician also cited a tweet from CNBC, which included an article that is, in many ways, slanted against the EV maker.
Outdated Information
Wrong takes on hot topics are typically due to outdated information, and in the case of US Senator Blumenthal, this might be the case. Back in 2018, the politician rode in a Model 3 with Consumer Reports Head of Auto Testing Jake Fisher, who was operating a version of Tesla’s Autopilot that is now incredibly outdated. During the drive, Fisher was quick to point out what capabilities Autopilot was lacking, all while operating the system without his hands on the wheel.
Consumer Reports is hardly a Tesla authority considering that the magazine, which prides itself on consumer advocacy, quite literally featured a thorough walkthrough on how to abuse Tesla’s Autopilot system back in April using defeat devices and a variety of tricks. If Blumenthal is basing his take on Tesla on CNBC‘s recent reporting — which was slanted negatively against the EV maker — and his past experiences with Consumer Reports — which operates Autopilot irresponsibly — then it is no wonder that he is skeptical about the FSD Beta test expansion.
The Irony of it All
The most ironic thing about the pearl-clutching and outrage among Tesla critics today is the fact that the “Request FSD Beta” button essentially does nothing for now. It does not make owners who press the button automatic FSD Beta testers. They’d have to have great Safety Scores for that. And due to the presence of Safety Scores, Tesla owners who wish to participate in the FSD Beta program are now driving safer than ever before. The company effectively incentivized safe driving this weekend, and somehow, it was still met with a ton of negativity.
Also ironic is the fact that statistics are on Tesla’s side. Take the well-publicized NHTSA investigation on Autopilot crashing into stationary emergency vehicles, for example. When the probe was launched, the news was extensively covered with headlines like CNN‘s “Tesla is under investigation because its cars can’t stop hitting emergency vehicles.” But while such headlines are compelling, the fact is that the US Government Accountability Office (GAO) report notes that there are about 8,000 stationary emergency vehicle crash injuries per year. Tesla had nine crash injuries with stationary first responder vehicles in the last 12 months, and some of those involved drivers who were not paying attention to the road.
The NHTSA notes that there are about 2,740,000 crash injuries in the United States per year, and there’s hardly any outrage for the human lives included in this grim statistic. Tesla’s Full Self-Driving system, which generally drives very conservatively, could effectively reduce this number by a notable margin. It is then quite disappointing to see the narrative being formed around the expansion of the FSD Beta program, especially considering that the advanced driver-assist system would only be released for owners who generally drive safely.
Valid Tesla Criticism
Interestingly enough, there are actual valid angles of criticism for Tesla’s FSD Beta rollout. The program for now is vastly focused on the United States, but the company sells the FSD suite to owners worldwide. It would then be beneficial to Tesla owners if the program’s expansion is expedited to areas such as Canada and Europe, to name a few. FSD, after all, is intended to be a universal system that should be capable of operating anywhere. Following this logic, FSD Beta must be tested on a wider set of areas as well — as soon as possible.
There are also Tesla owners who purchased the Full Self-Driving suite years ago on vehicles that are still equipped with MCU1 units. Some of these vehicles are already coming out of warranty, and their owners are yet to enjoy any FSD features since most of the advanced driver-assist system’s functions today require an MCU2 unit. Considering that Tesla owners were promised that their cars would be equipped with the hardware necessary for Full Self-Driving with an FSD suite purchase, it would only be right for Tesla to expedite MCU1 to MCU2 retrofits for owners with vehicles that were produced from March 2018 or earlier.
But misrepresenting the FSD Beta program expansion and criticizing the Safety Score system, that’s a far harder sell.
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Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
