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Tesla will stop selling FSD as a standalone package and offer it only by subscription.
Summary
Tesla said it will stop selling its Full Self‑Driving (FSD) package as a one‑time purchase and will offer it only as a monthly subscription beginning Feb. 14, and the announcement comes as the company reports declining vehicle sales and ongoing work on robotaxi plans.
Content
Tesla announced that it will stop selling its Full Self‑Driving (FSD) package as a one‑time purchase and will offer the feature only as a monthly subscription starting Feb. 14. The company’s CEO, Elon Musk, made the change public without offering a detailed rationale. The move comes as Tesla has reported softer sales and continues to develop its robotaxi strategy. Regulators and others have also raised questions about how the company markets FSD.
Key points:
- Tesla will offer FSD only as a monthly subscription beginning Feb. 14, according to the announcement.
- FSD was once sold as a one‑time option that peaked at $15,000 in 2022 and later dropped to about $8,000; a subscription has been offered around $99 per month.
- Musk did not provide an explicit reason for the switch to subscription-only.
- Tesla’s Q4 delivery report showed a 15.6 percent year‑over‑year decline in vehicle sales.
- Reporting noted that Musk’s pay package ties potential compensation to adding 10 million active FSD subscribers.
- California’s Department of Motor Vehicles recently ruled that marketing FSD as "Full Self‑Driving" is misleading because drivers must supervise the system.
Summary:
The company is shifting FSD from a standalone purchase to a subscription-only model, changing how the software is sold and priced effective Feb. 14. The announcement comes amid falling deliveries, continued development of limited robotaxi services, and regulatory scrutiny of FSD marketing. Tesla is expected to report fourth-quarter and full-year 2025 results in about two weeks.
