Tesla Discontinues Basic Autopilot, Shifts to Subscription Model for Full Self-Driving
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Source: Newsfilter
- System Change: Tesla has discontinued its basic driver-assistance system, Autopilot, in the U.S. and Canada, aiming to push customers towards the more advanced Full Self-Driving (Supervised) version, which is expected to enhance user experience and increase software subscription revenue.
- Subscription Model: Starting February 14, the FSD will no longer be available for a one-time purchase of $8,000 but will instead be offered through a monthly subscription priced at $99, which is anticipated to become a key profit driver for the company in the future.
- Feature Adjustment: Tesla's new vehicle configuration pages indicate that only Traffic Aware Cruise Control will be standard, with Autosteer no longer included, reflecting the company's strategic shift under regulatory pressure.
- Regulatory Pressure: California's Department of Motor Vehicles has imposed a 60-day deadline for Tesla to overhaul its marketing practices, requiring the cessation of the
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 426.010
Low
25.28
Averages
401.93
High
600.00
Current: 426.010
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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