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01-15 04:59

$Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$  $T-Rex 2x Inverse Tesla Daily Target ETF(TSLZ)$  This FSD shift isn’t cosmetic, it’s structural ⚡️

With $TSLA around $436.61 and sitting right on the $437 liquidity pivot 👀📉, the timing of Elon Musk’s move matters. Tesla is killing the $8k one-time FSD purchase and shifting to subscription only by 14Feb, likely around $99 per month. That reframes FSD as a living software service, not a fixed promise.

1️⃣ Eliminating the purchase option removes the hardware upgrade and retrofit overhang for new buyers, subscribers aren’t promised anything beyond the service.

2️⃣ One of Elon Musk’s 2025 CEO award milestones is 10M FSD subscriptions, not 10M purchases 🎯

3️⃣ Investors pay up for predictable revenue 📈. One-off $8k cheques are lumpy, subscriptions are recurring.

4️⃣ Free FSD transfer likely remains in countries where FSD is not live yet 🌍

5️⃣ The Luxe Package on Model S, X, and Cybertruck likely goes away, or at least the FSD portion, lowering entry prices and widening the funnel 🚗

6️⃣ At ~$99 per month, the $8k buy made little sense for most, it took about 6 years and 7 months to break even, before even counting the opportunity cost of what $8k could do in stocks 💰

7️⃣ This reads as a positive signal for the FSD Unsupervised timeline, not a retreat 🤖

8️⃣ Longer term, tiered FSD feels inevitable, an FSD Light tier to replace legacy Autopilot, full Unsupervised as the premium tier, plus an annual plan slightly cheaper to increase stickiness

This is Tesla tightening the autonomy flywheel at the exact moment the tape is testing liquidity. Software monetisation meets price discovery.

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Tesla announced that the FSD sales model will switch to a monthly subscription system, and Mankun Technology will supply PCB products
Musk announced that Tesla will stop selling FSD, a one-time buyout of fully autonomous driving software, after February 14, 2026, and switch to only providing monthly subscription services. This move reduces the initial cost of users, increases the company's recurring revenue, and facilitates technology iteration and marketing. It marks a major adjustment in the sales model and reflects the transformation of the company's autonomous driving service business model. Currently in Beta testing, FSD still requires driver supervision and faces technical and regulatory challenges. At the same time, Mankun Technology announced that its products are widely used in many fields. It currently supplies PCB products to Tesla through auto parts customers, reflecting the company's business expansion in the field of automotive electronics.
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Comments

  • JoyceTobias
    01-15 15:37
    JoyceTobias
    Great shift to subscriptions! Recurring revenue is gold. Bullish on TSLA! [看涨]
  • Kiwi Tigress
    02:07
    Kiwi Tigress

    Great article, would you like to share it?

  • Queengirlypops
    02:03
    Queengirlypops

    Great article, would you like to share it?

  • PetS
    01:58
    PetS

    Great article, would you like to share it?

  • Cool Cat Winston
    01:53
    Cool Cat Winston

    Great article, would you like to share it?

  • Tui Jude
    01:37
    Tui Jude

    Great article, would you like to share it?

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