Tesla Ends Standalone FSD Sales, Shifts Fully to Subscription Model

Tesla has announced that, starting February 14, it will discontinue the standalone purchase of its Full Self-Driving (FSD) feature in the U.S., shifting instead to a subscription model priced at $99 per month. The previous one-time purchase price of $8,000 is equivalent to the cost of subscribing continuously for six years and eight months. This move may be aimed at helping Elon Musk meet the target in his compensation package—achieving over 10 million active FSD users. In China, FSD is currently available only as a one-time purchase for RMB 64,000, but the full version has not yet been officially launched, leading to widespread user hesitation. By comparison, the subscription model lowers the entry barrier and could increase users’ willingness to try the feature. However, some U.S. owners have expressed dissatisfaction over losing ownership of the feature they previously paid for. Meanwhile, mainstream intelligent driving solutions in China still primarily rely on one-time purchases; although offerings like NIO’s NOP+ and Huawei’s ADS provide subscription options, they are often bundled with long-term free trials or buyout choices. Whether Tesla’s subscription model will gain broad acceptance remains to be seen.