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Elon Musk announced that Tesla will stop the "one-time payment model" for FSD after February 14. Tesla currently offers the FSD system in the U.S. for a one-time payment of $8,000 or a subscription of $99 per month. As of the end of 2025, about 12% of Tesla vehicles have subscribed to the FSD service. On Wednesday, Tesla's stock price fell by 1.8%
Tesla announced that it will stop selling the FSD system after February 14 and fully transition to a monthly subscription model. This move eliminates the high upfront cost of $8,000 and instead attracts users with a low monthly fee of $99. In the context of sluggish sales, Tesla is accelerating its shift towards a revenue model centered on FSD and robotics technology
Tesla CEO Elon Musk announced that starting February 14, the company's full self-driving (FSD) software will only be available through a monthly subscription model. Currently, customers can either pay a one-time fee of $8,000 or subscribe for $99 per month. The FSD system requires driver supervision and has been under investigation by the U.S. National Highway Traffic Safety Administration due to safety concerns. Tesla has also introduced the term "Supervised" for its FSD in passenger vehicles, while using an unsupervised version for vehicle movement in factories.
Deutsche Bank predicts that this year marks the inaugural year for the scaling of Robotaxi and the deployment of humanoid robots. Humanoid robots are leveraging the automotive supply chain to accelerate cost reduction, with companies like Mobileye targeting a cost goal of $10,000; autonomous driving is moving from testing to scaling, with a surge in Waymo orders, and NVIDIA launching the Alpamayo platform to assist automakers with "plug-and-play." Physical AI is transitioning from the laboratory to mass production
The Dow Jones Index fell -422 points or 0.85 percent on Tuesday to close at 49168 points.Leading the losses are Salesforce (-7.15%), Visa (-4.41%) and JPMorgan (-3.99%).Top gainers were Walmart (2.03%), J&J (1.94%) and Boeing (1.91%).
