Subscriptions
Tesla Shifts FSD to Subscription-Only After February 14, 2026, Amid California Ad Ruling, NHTSA Probe, Sales Slump, and Competition
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Tesla CEO Elon Musk announced on January 14, 2026, via X that the company will end one-time purchases of its Full Self-Driving (FSD) software after February 14, 2026, moving exclusively to subscriptions amid a California court ruling deeming FSD marketing misleading, ongoing NHTSA investigations, declining sales (1.64 million vehicles in 2025, down 9%), low adoption (12-15%), BYD overtaking as top EV maker, and rising competition from Nvidia, Rivian, and Waymo. The shift may aid Musk's trillion-dollar compensation goals requiring 10 million active FSD subscriptions.
Tesla has disclosed that more than 1.1 million drivers worldwide are actively using its Full Self-Driving Supervised software, marking the first time the company has shared such adoption figures. This milestone, reported in the firm's Q4 2025 earnings, shows FSD penetration at about 12.4% of its global fleet of 8.9 million vehicles. The growth highlights accelerating subscriptions even as vehicle deliveries softened.
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Pitchfork, the influential music publication, has launched a new subscription tier allowing readers to score albums and comment on reviews. Priced at $5 a month, the feature aims to foster dialogue between critics and fans while providing access to the site's full archive of over 30,000 reviews. This marks a significant evolution after 30 years of daily album critiques.