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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.
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%
Tech investor Jason Calacanis believes Tesla's Optimus robot could eclipse the company's automotive legacy, calling it "the most transformative technology product ever made." After visiting Tesla's Optimus lab with Elon Musk, he stated that future generations will remember Optimus over Tesla's cars. Musk aims for a production cost of $20,000 to $30,000 per unit, and Calacanis envisions a one-to-one ratio of humans to Optimus robots, which could revolutionize tasks and potentially end poverty. However, the project faces competition from Chinese Unitree robots.
Samsung's factory in Taylor, Texas, is scheduled to begin trial operations of EUV equipment in March this year, aiming to prepare for mass production of Tesla's AI5/AI6 autonomous driving chips in the second half of 2026. The factory covers an area of approximately 4.85 million square meters and plans to shift from 4nm to a monthly production of 50,000 2nm wafers. Although Samsung's 2nm yield has improved to about 50%, it still lags behind Taiwan Semiconductor, and its technological maturity will directly impact the supply process for customers like Tesla. The second phase of the factory may commence production ahead of schedule due to increased orders
