Tesla has announced its global active FSD (Full Self-Driving) subscription figures for the first time, revealing a significant milestone in the company’s push towards autonomous vehicle technology.
1.1 Million Active FSD Subscriptions
As of the latest earnings call, Tesla’s Chief Financial Officer, Vaibhav Taneja, reported that there are 1.1 million active FSD subscribers worldwide. Notably, over 70% of these subscribers have made upfront purchases, with the remaining opting for the monthly subscription model. The company is poised to transition to a subscription-only model for FSD, which is expected to impact automotive margins.
FSD Subscription Model and Pricing
The current FSD subscription is priced at $99/month, with an option to pay $8,000 upfront. However, this upfront payment option will only be available until February 14th. As the technology continues to improve, the price for the FSD subscription is expected to increase. The move to a subscription-only model is part of Tesla’s strategy to reach 10 million active subscriptions, a key milestone in CEO Elon Musk’s trillion-dollar pay package.
Updates to FSD Transfer Guidelines
In related news, Tesla has updated its guidelines for free FSD transfers, which are set to end on March 31st. New vehicle purchases made between April 24, 2025, and March 31, 2026, may be eligible for free FSD transfers. This update comes as Tesla continues to refine its autonomous vehicle technology and prepare for a future where FSD is a standard feature.
Tesla Model S and X Discontinuation, xAI Investment
In a significant shift in strategy, Tesla has announced that it will be discontinuing production of the Model S and Model X this year. CEO Elon Musk stated that “it’s time to bring the Model S and X programs to an end with an honorable discharge.” Additionally, the company has invested $2 billion in xAI, Musk’s artificial intelligence company, with the deal expected to be finalized in the first quarter of 2026, subject to regulatory approval.
Market Reaction
The news has been met with a positive response from investors, with Tesla’s stock price jumping 2.01% to $440.13 during overnight trading. As the company continues to push the boundaries of autonomous vehicle technology, it will be interesting to see how the market reacts to these developments.