Tesla to offer self-driving software only on monthly basis from Feb 14, Musk says
Tesla shifts Full Self-Driving to $99 monthly subscription only, ending upfront purchases after Feb 14 to reduce liability and boost revenue amid competitive pressure.
- On January 14, 2026, Elon Musk, Tesla CEO, announced on X that Tesla will stop selling Full Self-Driving as a one-time option and offer it only as a monthly subscription after Feb 14.
- Years of price swings followed by steep cuts led to Tesla ending upfront sales of Full Self-Driving, which Musk previously promoted as an `appreciating asset` with prices reaching $15,000.
- Currently, Tesla calls the consumer product `FSD Supervised`, a level 2 driver-assist available in the U.S., Canada, China, Mexico, Puerto Rico, Australia and New Zealand, and costs $99 per month.
- The move could boost near-term cash this quarter as removing the upfront option ends FSD as a purchasable product, though Tesla remains liable for previous FSD purchasers and bets some will pay upfront next month.
- The move positions Full Self-Driving as a service and concedes it is not an asset, called the `final nail` in the appreciating-asset narrative amid Rivian Autonomy+ and NVIDIA competition.
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83 Articles
It was not a letter to investors or a formal presentation. One message was enough in X. Elon Musk warned that Tesla will stop selling its most advanced driving assistance package (FSD or Full Self-Driving) and that, since February, it will only offer it as a monthly subscription. An adjustment that goes beyond the price and reinforces an idea that the entrepreneur has been repeating years ago: the business is not alone in the car.After Wednesday…
After price falls and sales problems Strategy change at Tesla: FSD purchase option ends mid-February
Tesla is converting its "Full Self-Driving" (FSD) driving assistance system to a pure subscription model – European customers are still waiting for the start.
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