The overwhelming majority of the FSD users aren’t paying Tesla any money. They bought the package outright, back in the day. Only about 330K users are subscribing. Which would mean about $400 million in annual revenue.
Which, fine - but Tesla’s annual revenues are about $100 billion. Meaning that FSD revenues would represent less than half a percent of Tesla’s overall revenues.
So, no - looks much more like a car company than a software company right now. Maybe that changes one day, if Robotaxi moves out of open beta? But for now, their software revenues are a rounding error.