Tesla will stop selling FSD after February 14, 2026

 

Elon Musk Announces 

Tesla will stop selling FSD after February 14, 2026

Elon Musk tweeted today that Tesla will stop selling FSD after February 14, 2026, and will only be available as a monthly subscription thereafer. 

What exactly does this mean and what are the ramifications? The greatest question is "Once FSD goes unsupervised, how will this effect customer vehicles that purchased FSD?"

It's pretty likely that once Tesla solves FSD "Unsupervised", it will offer two tiers of Subscription as follows:

1. FSD (Supervised). I would imagine Tesla will continue offering supervised FSD for $99 a month. I assume this would work similarly to the way supervised FSD works today, but the driver would be required to sit in the front seat of their Tesla, and supervise the vehicle. This might allow drivers to text on their phone while driving, if the car senses it's safe to do so, but if not, the vehicle will naaag the user and tell them to take over.

2. FSD (Unsupervised). This next level would allow users to sleep in the back seat of a Tesla if they want, as it would require no supervision, and I would expect Tesla to charge $299 per month for this service, and if you purchase this as a subcription that is pre-paid 6 months in advance the price would drop down to $249 per month.

There is also some fascinating speculation that Tesla might offer a per mile subscription as well for Unsupervised FSD, which is covered in the video below:

From what I can tell, for users who pre-paid the $8-15K for FSD, which is currently $8K, once Tesla offers Unsupervised FSD, they will get full FSD (Unsupervised) at no additional charge. Thus, if they start charing $3,600 a year for FSD Unsupervised in the not so distant future then vehicles where owners who purchased the $8K FSD package, might end up saving some good money if they keep their cars for many years.

Transportation as a Service

Will Tesla Keep Selling Cars To The Public?

One of the great questions is, "Will Tesla even keep selling cars to the public?" I think the answer to this question has to do with what Tesla feels they can get away with. I think in a vacuum, if Tesla could figure out a way to stop selling vehicles to customers they would take it and only make vehicles that go directly into their RoboTaxi fleet. In other words, why would they want to make a Standard RWD or AWD Tesla Model X they can sell to a customer for $40-50K, when they can build the same car, and rent it out by the mile and in the first 4 years generate 10 times the amount of money?

The only variable that will likely stop Tesla from doing this, ironically, is competitors. If a company like LUCID or Rivian, or even Toyota, can figure out how to make vehicles that can offers a form of unsupervised FSD-like performance, that might force Tesla to compete in that space, but then again, perhaps not. Either way it will be very interesting to see where this all goes.

As I have mentioned before, I strongly believe the following:

1. Tesla has had the entire automotive industry in check mate since 2017, but very few people realized it.

2. Elon directed Franz and his design team in 2023: "I want you to stop all meaningful product development on the Model 3, Y, S, X and CyberTruck, and simply finish up the Roadster. Then I want you to focus 100% of your energy on developing they next generation of Tesla vehicles that lack steering wheels and front facing seats, which include CyberVAN, and new form-factors, including the CyberTaxi which still will have front facing seats, but lack a steering wheel.

I believe that the ONLY new model that will be introduced in the future that will include a steering wheel will be the new Tesla Roadster.