Tesla is ending Autopilot and steering customers toward higher-priced FSD subscriptions, signalling a major shift in its driver-assistance strategy.
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Love it or hate it, Tesla has been responsible for helping to shape the tastes of automotive consumers over the past decade-plus. Over-the-air updates that add more features, an all-touchscreen human-machine interface, large castings, and hands-free driver assists were all introduced or popularized by Tesla's electric vehicles, prompting other automakers to copy them, mostly in the hopes of seeing the same stratospheric gains in their stock prices. But starting on Valentine's Day, if you want your new Tesla to steer itself, you'll have to pay a $99 monthly subscription fee.
Tesla currently offers a pair of so-called "level 2" partially automated driver assist systems. Autopilot is the older of these, combining Tesla's adaptive cruise control (Tesla calls this TACC) and lane-keeping assist (Tesla calls this Autosteer). FSD is the newer system, meant to be more capable and for use on surface streets and divided-lane highways. Although the company and Tesla CEO Elon Musk regularly tout these systems' capabilities, both still require the human driver to provide situational awareness.
But Autopilot has been under fire from regulators and the courts. Multiple wrongful death lawsuits are in the works, and after a high-profile loss resulting in a $329 million judgment against Tesla, expect many of these suits to be settled. Both the federal government and California have investigated whether Tesla misled customers, and in December, an administrative law judge ruled that Tesla indeed engaged in deceptive marketing by implying that its cars could drive themselves. The judge suspended Tesla's license to sell cars in California, a decision that the California Department of Motor Vehicles stayed for 60 days.
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Late last year, the National Highway Traffic Safety Administration opened yet another investigation into Tesla and its partially automated driver assist systems. This time it was about FSD (again), which has been the subject of more than 60 complaints to the regulator after Teslas operating under FSD either ignored red traffic lights or crossed into oncoming traffic. As part of the preliminary investigation, NHTSA's Office of Defects Investigation has asked Tesla for more information on the problem. This week, it told the automaker it could have a five-week extension on its homework.
To be fair to Tesla, NHTSA has asked for a comprehensive amount of information: a list of every Tesla produced and sold or leased in the United States, including whether or not that car had FSD and which version; cumulative data on how many US Teslas have FSD and how often it's used; and a list of all the customer complaints, field reports, incident reports, lawsuits, and other data related to FSD ignoring traffic laws.
For each incident involving a crash, Tesla must give NHTSA a summary of the incident, including "causal and contributing factors." Further questions require information on FSD use by crashed cars; any alert shown to the drivers; what work, simulation, or otherwise Tesla has conducted to ameliorate the problem; any modifications or changes to FSD hardware or software; an explanation of Tesla's theory of operation for traffic lights and stop signs; and Tesla's assessment of the problem.
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A new monthly subscription will come into play for FSD from February 14, 2026.
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