Tesla Shifts Full Self-Driving To Subscription-Only As Musk Targets Pay Package Milestones [zero hedge]
BYD CO LTD UNSP/ADR (BYDDY)
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Source: zero hedge
Tesla Shifts Full Self-Driving To Subscription-Only As Musk Targets Pay Package Milestones Elon Musk announced early Wednesday that Tesla will eliminate the one-time purchase option for its Full Self-Driving (FSD) software beginning in mid-February, transitioning the product to an exclusive monthly subscription. "Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter," Musk wrote on X. Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter. — Elon Musk (@elonmusk) January 14, 2026 The move comes as vehicle sales slow and appears to signal a strategic shift toward recurring revenue, while also aligning with Musk’s new incentive compensation structure , which is tied to scaling FSD subscriptions and hitting key performance milestones. For Musk to unlock the full value of his massive Tesla compensation plan (valued at $1 trillion), a key milestone is reaching 10 million active FSD subscr
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