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Tesla Shifts Full Self-Driving to Subscription Model, Ending One-Time Purchase Option

The move transitions Tesla’s driver-assistance software into a recurring revenue model, aligning the company more closely with software-as-a-service valuations. Tesla said it will discontinue the one-time purchase option for its Full Self-Driving (FSD) package from February 14, 2026, moving entirely to a monthly subscription model. Under the previous structure, FSD was priced at USD 8,000 in the United States and RMB 64,000 in China. The new subscription plan will cost USD 99

Global Markets

Jan 142 min read

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