Overview
- Elon Musk said Full Self-Driving will no longer be sold upfront after February 14, leaving monthly subscriptions as the only option.
- The $8,000 lifetime purchase is being eliminated for new buyers, and access is currently priced at $99 per month in the U.S.
- Tesla has not clarified whether the change applies in all markets, whether pricing will stay at $99, how transfers will work, or how HW3/HW4 owners will be treated.
- Regulators are examining safety and marketing claims, including an NHTSA investigation into about 2.88 million vehicles and a California ruling that found deceptive language.
- The move follows low paid adoption of roughly 12% of the fleet and aligns with targets tied to Musk’s compensation plan, including 10 million active FSD subscriptions.