Musk says Tesla is moving Full Self-Driving to a monthly subscription

“Tesla will stop selling FSD after Feb 14,” Musk said in an early morning post on his social media platform X. “FSD will only be available as a monthly subscription thereafter.”

Shares of the company fell more than 2% Wednesday.

FSD, which starts at $99 per month, is key to the future of the company as Musk tries to establish Tesla as a leader in autonomous mobility.

Tesla did not immediately respond to a request for comment.

Tesla launched a robotaxi service with limited availability in Austin, Texas, last year, and the company also offers ride-hailing in San Francisco, though with a driver behind the wheel at all times.

Waymo operates in Austin, the San Francisco area, Phoenix, Atlanta and Los Angeles and is targeting expansion to several more cities in 2026.

Tesla reported fourth-quarter delivery and production numbers at the beginning of January, wrapping the second-straight annual drop for the EV maker. Fourth-quarter deliveries of 418,227 were about 16% lower than a year ago, and production numbers were down 5.5% from a year earlier.

Tesla reports fourth-quarter earnings on Jan. 28.

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