Tesla has reached a significant milestone with its Full Self-Driving subscriptions, hitting over one million active subscriptions. This marks a 38 percent increase year-over-year, showcasing the growing demand for Tesla’s autonomous driving technology.
The company’s journey to one million subscriptions has been a steady climb, starting from 400,000 in 2021 and steadily increasing to 500,000 in 2022, 600,000 in 2023, and 800,000 in 2024. Now, in 2025, Tesla has surpassed the one million mark, highlighting the rapid adoption of Full Self-Driving among Tesla owners.
In a strategic move, Tesla CEO Elon Musk announced in mid-January that the company would shift away from offering the option to purchase the Full Self-Driving suite outright, opting for a subscription-only model. This decision aims to streamline the purchasing process, give Tesla more control over its revenue stream, and prevent customers from buying the suite at a discounted rate before its value potentially reaches $100,000 when full autonomy is achieved.
Moreover, Musk’s latest compensation package includes a tranche that requires Tesla to achieve 10 million active FSD subscriptions. With one million already in the bag, Tesla is well on its way to reaching this ambitious goal.
Currently, the Full Self-Driving subscription is priced at $99 per month, but Musk has hinted at a potential price increase. This decision may seem counterintuitive to increasing the take rate, but Tesla’s strategy for growth while offering a robust FSD suite remains to be seen.
Overall, Tesla’s shift towards a subscription-only model for Full Self-Driving reflects the company’s commitment to innovation, revenue generation, and achieving ambitious targets. It will be interesting to see how Tesla navigates this transition and continues to drive the future of autonomous driving technology.