Tesla
TSLAQ4 2023(TSLA Q3 FY2023)Estimated0.7% AI
AI Revenue %
0.7%
AI Fair Value
$4.1B
AI Revenue (Q)
$163.4M
Total Revenue (Q)
$23.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
For Q3 FY2023 (3 months ended Sep 30, 2023), total revenue was $23,350M. Total deferred revenue was $5,265M ($2,206M current + $3,059M non-current). FSD recognized revenue was growing as more vehicles with FSD were on the road and subscriptions increased. Estimating ~$160M quarterly. $160M / $23,350M = 0.69%, rounded to 0.7%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $23,350M for three months ended September 30, 2023
10-Q Consolidated Statements of Operations
Deferred revenue current $2,206M + non-current $3,059M = $5,265M as of September 30, 2023
10-Q Consolidated Balance Sheet
AI Products Identified (Ring 1)
Full Self-Driving (FSD) CapabilityAutopilot
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Dojo AI training compute (internal)Optimus robot (pre-revenue)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix