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Tesla, Inc. is trying to sell you the future—on a monthly plan

Tesla, Inc. is trying to sell you the future—on a monthly plan

KAHROS Team

TL;DR

Quick Summary

  • Tesla said FSD will become subscription-only starting February 14, 2026, reinforcing its shift toward recurring software revenue.
  • Q4 2025 delivered 418,227 vehicles, while energy storage deployments hit a record 14.2 GWh, highlighting where momentum is building.
  • Regulators extended Tesla’s response deadline to February 23, 2026 in an ongoing U.S. probe tied to FSD complaints covering 2.9 million vehicles.

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