Tesla ends FSD transfers and lifetime purchases; shifts to subscription
Key Questions
What changes has Tesla made to its Full Self-Driving (FSD) sales policy?
Tesla has ended FSD transfers and lifetime purchases, shifting to a subscription model at $99 per month in Europe and the US. This policy change also includes the removal of Autosteer.
What is the subscription price for FSD in Europe and the US?
The FSD subscription is priced at $99 per month in both Europe and the US.
What are the key improvements in FSD v14.3?
FSD v14.3 features a 20% faster AI compiler, reinforcement learning upgrades, better low-visibility handling, emergency response, neural network enhancements, improved reasoning, flawless parking, assertive passing, and fixed hesitation issues. It also supports a wide rollout including HW4 first, HW3 lite version, and software branch 2026.2.9.x.
How many users does Tesla FSD have, and what is the growth rate?
Tesla FSD has reached 1.1 million users, with 37.5% year-over-year growth and a 12.4% take rate, generating $109 million in monthly recurring revenue.
What is the rollout status of FSD v14.3?
FSD v14.3 is undergoing a wide rollout, starting with Early Access Program members, with Elon Musk indicating a broader release by the week's end. It includes 10 billion miles of unsupervised driving data for Cybercab and 13,000 miles with no disengagements.
How have FSD supervised demos performed in Amsterdam and the Netherlands?
FSD supervised demos in Amsterdam and the Netherlands have been smooth, as shown in test rides.
What is the significance of Q1 readiness for FSD?
Tesla reported FSD as 'ready' in Q1, but this did not lead to a stock rally.
What hardware versions support the latest FSD updates?
FSD v14.3 rollout prioritizes HW4 first, with a lighter version for HW3.
$99/mo subs Europe/US; Autosteer removal; v14.3 wide rollout (AI compiler 20% faster/RL upgrades/low-vis/emergency/NN/reasoning/flawless parking/assertive passing/fixed hesitation/10B miles unsupervised Cybercab/13k-mi no-disengagements/HW4 first/HW3 lite/2026.2.9.x); FSD 1.1M users (37.5% YoY, 12.4% take rate, $109M MRR); Amsterdam/Netherlands Supervised demos smooth; Q1 'ready' but no stock rally.