US EditionTesla Is Shifting FSD to a Subscription-only Model, Confirms Elon Musk
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.
20 Articles
20 Articles
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Tesla will be ending one-time purchases of its Full Self-Driving (FSD) system after Valentine’s Day, transitioning the feature to a monthly subscription-only model. Tesla CEO Elon Musk confirmed the upcoming update in a post on social media platform X. No more FSD one-time purchases As per Elon Musk in his post on X, “Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.” This marks a shift in…
Elon Musk: Tesla FSD will soon become subscription-only
Still on the fence about purchasing Tesla's Full Self-Driving (FSD) package? You'll have to decide quickly, as FSD will soon become available only through a subscription. CEO Elon Musk announced the news via X on Wednesday. "Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter," he tweeted. This Tweet is currently unavailable. It might be loading or has been removed. This gives Tesla owners a …
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