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Ron Baron Says Investors Should Buy Tesla as FSD Adoption Rises

September 16, 2026 at 11:49 EDT

Robotics
Finance

Billionaire investor Ron Baron said investors should buy Tesla now, putting Full Self-Driving (Supervised) at the center of his latest bull case for the company. The remarks sharpen the market debate over whether Tesla can turn driver-assistance software into a durable AI revenue engine while its autonomy products still require human oversight.

Sept. 16, 2026 · Tesla FSD

Baron puts FSD at the center of Tesla's bull case

Ron Baron says now is the time to buy Tesla, pointing to rapid adoption of Full Self-Driving (Supervised) while the product still requires human oversight.

1.48M

Active FSD subscriptions in Q2 2026

56%

Year-over-year subscription growth

>55%

New North American deliveries with FSD

$99

Monthly FSD subscription price

FSD subscription base grew by more than half

Active subscriptions rose from about 0.95M a year earlier to 1.48M in Q2 2026.

Bull case

Software adoption is rising quickly.
Subscriptions can add recurring revenue.
Robotaxi ambitions keep autonomy central to valuation.

Limits

FSD remains supervised, not autonomous.
Drivers still must monitor and take over.
Trust and regulation remain gating factors.

What must hold for the thesis

RetentionSubscribers must keep paying after trials.

TrustDrivers must accept supervised AI assistance.

ClearanceRobotaxi scale depends on safety and regulation.

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