Tesla is shifting FSD to a subscription
Teslarati • • business
Key Points:
- Tesla will discontinue one-time purchases of its Full Self-Driving (FSD) system after February 14, shifting exclusively to a $99 monthly subscription model, as confirmed by CEO Elon Musk on social media platform X.
- The subscription-only model lowers the upfront cost barrier and eliminates previous issues related to transferring FSD purchases between vehicles, simplifying access for consumers.
- This change aligns with Elon Musk’s 2025 CEO Performance Award goals, which include achieving 10 million active FSD subscriptions as part of broader targets tied to Tesla’s market capitalization, vehicle production, and robotics milestones.
- Despite some public and political controversies surrounding Musk in 2025, Tesla’s Model 3 and Model Y maintained dominant shares of the U.S
