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Tesla Will End FSD One-Time Purchases on Feb. 14, Shifting to Subscription Only

The change steers customers to recurring fees to bolster software revenue.

Overview

  • Elon Musk announced on X that Tesla will stop selling Full Self-Driving as a one-off purchase after Feb. 14, 2026, leaving only the $99-per-month subscription for new customers.
  • Tesla has not provided further details, leaving open questions about international applicability, future pricing, and policies for existing one-time buyers or FSD transferability.
  • Full Self-Driving, labeled FSD (Supervised), remains an SAE Level 2 driver-assistance system that requires drivers to stay attentive and ready to intervene.
  • The National Highway Traffic Safety Administration is investigating roughly 2.88 million Teslas equipped with FSD following more than 50 reports of traffic-safety violations and crashes.
  • Adoption has been low—about 12% of Tesla’s fleet according to the CFO—and analysts view the move as a push for recurring revenue that also aligns with milestones in Musk’s compensation plan.