Tesla's Bold FSD Gamble: $99 Subscription Push and What It Means for 2025
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Tesla's Bold FSD Gamble: $99 Subscription Push and What It Means for 2025
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Elon Musk dropped a bombshell on X yesterday, announcing Tesla will halt one-time Full Self-Driving purchases after February 14, shifting entirely to a monthly subscription model at $99, a move tied to his massive 2025 compensation package requiring 10 million active FSD subs over the next decade, as confirmed by Teslarati and Electrek reports. This pivot could supercharge recurring revenue just as Tesla eyes robotaxi rollouts in over 30 US cities this year, with Wedbush Securities projecting AI and autonomy alone hitting $1 trillion, though skeptics note FSDs slow China rollout amid fierce local competition. Meanwhile, Tesla quietly rolled out subtle 2026 Model Y tweaks for Premium trims, including dark grey Helix wheels, black headliners, and higher-res 16-inch rear screens, plus the long-awaited US 7-seater option, per Electrek and Teslarati, while fresh January lease deals spotlight the new Standard trim, per Autoblog. In infrastructure news, Tesla filed for a massive Firebaugh, California Supercharger expansion to over 300 stalls plus 16 Semi chargers, signaling ramped-up EV demand and Semi production later this year, as tracked by Supercharger expert MarcoRP. Sales woes linger with 2025 global deliveries down 6.7 percent to 1.63 million amid China and Europe slumps, Gasgoo reports, prompting zero-interest financing on Model 3 and Y in China from January 6. Tesla Søborg hosted a buzzy New Year event through January 18 with trade-in bonuses and low financing on Models 3 and Y. No major Musk public appearances this week, but his X post lit up social chatter, echoing Teslas unmatched online dominance. On the horizon, FSD eyes UAE rollout this month and Europe soon, with Optimus Gen3 design freeze slated for Q1 mass production targeting 50,000 units. These shifts underscore Teslas high-stakes bet on software over steel, potentially reshaping its biography from carmaker to AI powerhouse.
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