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Tesla to End One-Time FSD Sales, Switch to Subscription-Only on Feb. 14

The shift underscores a pivot to recurring software revenue under mounting regulatory scrutiny of FSD.

Overview

  • Elon Musk said Full Self-Driving will no longer be sold upfront after February 14, leaving a monthly subscription as the only option for new customers.
  • Tesla currently lists FSD at $99 per month in the U.S. with a $8,000 one-time option that will be discontinued on the cutoff date.
  • Reports indicate owners who previously bought FSD outright will keep lifetime access, while Tesla has not clarified transfer rights, global scope, pricing changes, or hardware retrofit policies.
  • FSD remains a supervised SAE Level 2 driver-assistance system that requires active human oversight and is not fully autonomous.
  • The change follows low paid adoption reported around 12% of the fleet, continued safety and marketing probes including an NHTSA investigation into 2.88 million vehicles, and compensation targets tying Elon Musk’s payout to 10 million active FSD subscriptions.