Tesla takes Full Self-Driving feature to a monthly subscription

Summary

CNBC's Phil Lebeau reports that Tesla will offer Full Self-Driving only as a monthly subscription, starting at $99 per month on February 14. He notes analyst estimates that a mid-teens to high-teens percentage of US Tesla vehicles actively use FSD, though Tesla does not disclose the data. The change is framed as a push to increase FSD adoption and better identify potential users for Tesla's future robotaxi network, with Cybercab production expected later this year.

• Tesla shifts Full Self-Driving to a monthly subscription-only model at $99 per month starting February 14.
• Tesla previously offered FSD as an $8,000 one-time purchase or a subscription.
• Tesla does not disclose FSD subscription or active-use figures.
• Analysts estimate 12% to 15% of US Teslas actively use FSD, possibly 17% to 18%.
• Cybercab production is expected to begin in fuller volume later this year.
• The timing of Tesla's robotaxi network remains uncertain.
• The subscription change may help Tesla gauge active FSD users for robotaxi deployment.