Overview
- New U.S. and Canadian orders drop Autosteer from standard equipment, leaving Traffic Aware Cruise Control as the default driver assist.
- Advanced functions now require a $99 per month Full Self-Driving subscription, with the $8,000 one-time option available only until February 14, 2026.
- Elon Musk has signaled that the monthly price could increase as software capabilities expand.
- A December court ruling found Tesla’s Autopilot branding deceptive and gave the company about 60 days to correct marketing or risk a sales ban in California.
- Tesla shares slipped after the shift as analysts weighed uncertain adoption against recurring revenue, with context that prior FSD uptake was roughly 12% and reports tying growth targets to millions of active subscriptions.