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.