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.
Meta is testing a premium subscription service for Instagram called Instagram Plus, offering exclusive Story features. The tests are live in countries including Mexico, Japan, and the Philippines at prices around $1 to $2 per month. A Meta spokesperson confirmed the rollout aims to identify valuable premium options.
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X has moved its X Pro tool, formerly known as TweetDeck, exclusively behind the $40-a-month Premium+ subscription, removing it from the standard Premium plan. The change took effect recently without prior notice to users. Documentation partially reflects the update, confirming access requires the higher tier.
Tesla has introduced a new policy that automatically extends active subscriptions and free trials for vehicles in service longer than one business day. This change ensures owners do not lose access to paid features like Full Self-Driving during repairs. The update applies regardless of whether a loaner vehicle is provided.
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Tesla has introduced monthly subscriptions for its Full Self-Driving (Supervised) feature in Australia and New Zealand, allowing owners to access the advanced driver-assistance system through the Tesla app. This move aims to increase adoption of the technology in the region. Subscriptions start at $149 AUD per month.