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Tesla Shifts FSD to Subscription Model, Ending One-Time Purchase Option

Tesla's move to a subscription model for its Full Self-Driving system highlights a strategic shift...
February 15, 2026 by
Key Metrics

10.23

Heat Index
  • Impact Level
    Medium
  • Scope Level
    National
  • Last Update
    2026-02-15
Key Impacts
Positive Impacts (4)
Tesla Inc.
Autonomous-Driving / ADAS Semiconductor Suppliers (e.g., Nvidia, Qualcomm, Mobileye)
Traditional Automakers pursuing software monetisation (GM, Ford, Volkswagen, etc.)
Payment Processing Networks (Visa, Mastercard, PayPal, Adyen)
Total impacts: 5 | Positive: 4 | Negative: 0
Event Overview

Tesla's move to a subscription model for its Full Self-Driving system highlights a strategic shift in monetization. The change may be linked to executive compensation targets, emphasizing the company's focus on recurring revenue and long-term user engagement. This approach could influence customer adoption and financial performance.

Collect Records
Tesla to Discontinue One-Time Purchase of FSD and Switch to Monthly Subscription
2026-02-15 11:24

Tesla CEO Elon Musk announced that starting from February 14, Tesla will stop selling the 'Full Self-Driving' (FSD) system as a one-time purchase for $8,000 and will instead adopt a monthly subscription model at $99. The specific reasons were not provided, but this change may be related to Musk's compensation plan, which requires Tesla to meet several targets, including having 10 million FSD subscribers, to qualify for additional stock rewards. In Australia, the deadline for the one-time purchase option has been extended to March 31.

Total records: 1
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