Overview
- Elon Musk said FSD will be available only via monthly subscription after February 14, ending the $8,000 one-time purchase option.
- Tesla has not confirmed whether the current $99 monthly rate will change or how the policy applies across all countries where FSD is offered.
- Reports indicate prior one-time purchasers are expected to retain access, though Tesla has not fully detailed treatment of existing buyers.
- FSD remains a supervised Level 2 driver-assistance system as scrutiny continues, including an NHTSA investigation covering about 2.88 million vehicles.
- Paid uptake sits at roughly 12% of Tesla’s fleet, and expanding subscriptions aligns with milestones in Musk’s shareholder-approved compensation plan.