January 18, 2026, 11:46 AM EST. Tesla will stop selling access to its Full Self-Driving (FSD) Supervised software as a one-time purchase and shift to a monthly subscription, CEO Elon Musk said on X. The move ends a pricing path that peaked at $15,000 and recently stood at $8,000 upfront. FSD is not fully autonomous and requires human supervision. Tesla began offering a $199 per month plan in 2021, later trimming to $99-per-month; Musk did not specify a new subscription price. Some analysts say adoption has lagged; CFO Vaibhav Taneja said only about 12% of customers have paid for FSD as of late 2025. Tesla targets 10 million active FSD subscriptions before late 2035, a pillar of Musk's pay package. The shift could affect revenue, legal exposure, and competition.
