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Tesla Transitions Full Self-Driving (FSD) System to Subscription-Only Model

Importance: 85/1002 Sources

Why It Matters

This move fundamentally alters Tesla's revenue model for FSD, potentially making the technology more accessible to a wider customer base while securing a more consistent recurring income stream for the company. It also reflects a growing trend in the automotive industry toward subscription-based features.

Key Intelligence

  • Tesla's Full Self-Driving (Supervised) system will only be offered through a subscription model moving forward, as announced by CEO Elon Musk.
  • The option to purchase FSD outright for a one-time fee will no longer be available to customers.
  • This strategic shift marks a significant change in how Tesla monetizes its advanced driver-assist technology.