Tesla Moves Full Self-Driving to Subscription-Only Model

Tesla will stop selling Full Self-Driving (Supervised) outright after Feb. 14 and require customers to access it via monthly subscription; move could affect sales, legal exposure, and Musk's pay goals.

Overview

A summary of the key points of this story verified across multiple sources.

1.

Tesla CEO Elon Musk announced FSD will be available only as a monthly subscription starting Feb. 14, ending the option to buy the software outright.

2.

FSD remains a supervised Level 2 driver-assistance system that requires attentive drivers; it's not fully autonomous despite its name.

3.

Regulatory scrutiny and lawsuits over Tesla's FSD and Autopilot — including a California ruling on deceptive marketing and an NHTSA probe — contextualize the shift.

4.

Tesla's previous FSD pricing peaked at $15,000 upfront and included monthly options; company has lowered subscription prices to attract more users.

5.

Moving to subscriptions could boost active user counts relevant to Musk's pay package and limit legal liability, while competitors expand their own driver-assistance systems.

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Analysis

Compare how each side frames the story — including which facts they emphasize or leave out.

Center-leaning sources frame Tesla’s switch to subscription as driven by business and legal motives, using evaluative language (“ever-swirling legal troubles,” “unmet promises”), prioritizing regulatory rulings and compensation goals over technical details, highlighting CFO adoption figures and the judge’s decision while treating Musk’s post as sparse source content, creating a skeptical narrative.

Sources (3)

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FAQ

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Tesla will stop selling FSD outright after February 14, 2026, making it available only via monthly subscription.

The subscription price for FSD (Supervised) is $99 per month for vehicles with Basic Autopilot or Enhanced Autopilot and FSD computer 3.0 or above.

The shift aims to boost FSD adoption rates, increase active user counts for Elon Musk's pay package goals like 10 million active subscriptions, gather more driving data, and potentially reduce legal liability amid regulatory scrutiny.

FSD (Supervised) is a Level 2 driver-assistance system that requires constant driver supervision and is not fully autonomous.

It eliminates issues with transferring FSD purchases to new vehicles, as subscriptions are tied to the current vehicle and do not require repurchase.

History

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