Tesla will only offer subscriptions for Full Self-Driving (Supervised) going forward

Tesla is removing the option to pay a one-time fee for its Full Self-Driving (Supervised) driver assistance software, CEO Elon Musk announced Wednesday. Going forward, the only way to access the feature will be through a monthly subscription. The change represents a major break from how Tesla has sold access to the advanced driver assistance suite over the years. It’s also a decision that could have an impact on Tesla’s bottom line, Musk’s ability to unlock the full value of his $1 trillion pay package, and the company’s ever-swirling legal troubles. And it comes as many other global automakers are making progress on their own advanced driver assistance systems in hopes of competing with Tesla. Tesla has sold access to its Full Self-Driving (FSD) software suite - which still does not make a car completely autonomous, and requires human supervision - at various price points over the years. The up-front price peaked at $15,000 in 2022, though more recently the company has been charging customers $8,000. Tesla started offering access to the software via a $199-per-month subscription in 2021 , and it dropped that price to just $99-per-month in 2024 . Musk often encouraged customers to pay the up-front price, though, as he claimed the cost of FSD would increase dramatically as Tesla added to its capabilities. But on Wednesday, Musk wrote in a post on X that Tesla will stop selling FSD outright starting on February 14. He didn’t say whether Tesla plans to change the pricing structure for the subscription. Musk also did not offer an explanation for the change, but there are a few possible reasons. Musk and other Tesla executives have spoken publicly about how the adoption rate is lower than they had hoped. In October 2025, chief financial officer Vaibhav Taneja said only 12% of all Tesla customers have paid for FSD. Shifting to a subscription-only model with a lower up-front cost could help boost those numbers, especially during a first quarter that is expected to be rough for Tesla. Boosting subscriptions would also get Musk closer to fulfilling one of the key “product goals” required for him to receive the full payout of his new $1 trillion pay package. The company has tasked him with, among other things, reaching “10 million active FSD subscriptions” (measured daily over a three-month period) before late 2035. Join the Disrupt 2026 Waitlist Add yourself to the Disrupt 2026 waitlist to be first in line when Early Bird tickets drop. Past Disrupts have brought Google Cloud, Netflix, Microsoft, Box, Phia, a16z, ElevenLabs, Wayve, Hugging Face, Elad Gil, and Vinod Khosla to the stages - part of 250+ industry leaders driving 200+ sessions built to fuel your growth and sharpen your edge. Plus, meet the hundreds of startups innovating across every sector. Join the Disrupt 2026 Waitlist Add yourself to the Disrupt 2026 waitlist to be first in line when Early Bird tickets drop. Past Disrupts have brought Google Cloud, Netflix, Microsoft, Box, Phia, a16z, ElevenLabs, Wayve, Hugging Face, Elad...

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