Tesla Inc. 执行长 Elon Musk 表示，驾驶辅助系统 Full Self-Driving（FSD）将停止一次性贩售，改为仅提供月费订阅。公告时间为 2026 年 1 月 14 日 17:30 GMT+8（UTC+8；原始时间：17:30 GMT+8），并称变更在 2026 年 2 月 14 日之后生效。现行定价为一次性 8,000 美元或每月 99 美元；以名目价格比较，8,000 美元约等于 80.8 个月的 99 美元月费。

Musk 未提供改为订阅制的理由，但其薪酬与业务成长指标绑定。Tesla 的薪酬方案目标之一是达成 1,000 万个「活跃」FSD 订阅；若完成一系列市值与营运里程碑，可能使其获得约 1 兆美元的股票价值。此结构使「订阅数量」成为可被直接追逐的量化指标。

Tesla 未披露 FSD 的购买或订阅人数。Musk 先前承认，较旧、算力较弱车款可能需要硬体改装，并称这将「痛苦且困难」，同时表示庆幸购买 FSD 套件的人不多。FSD 亦因行销措辞与安全性受批评；若加州认定 Tesla 误导消费者，可能在 2026 年初吊销其销售许可 30 天。公司面临连续两年的年度销售下滑，且「去年」全球纯电交付落后中国 BYD Co.；另有报导提及年度销售下滑 8.6%，Musk 因而更强调 FSD、robotaxis 与 humanoid robots。

Tesla Inc. CEO Elon Musk said the driver-assist system Full Self-Driving (FSD) will stop being sold for a one-time fee and move to subscription-only. The post was dated Jan. 14, 2026 at 17:30 GMT+8 (UTC+8; original: 17:30 GMT+8), and he said the change takes effect after Feb. 14, 2026. Current pricing is $8,000 upfront or $99 per month; in nominal terms, $8,000 equals about 80.8 months of $99.

Musk gave no stated rationale for the switch, but his compensation is tied to growth targets. One threshold in Tesla’s pay package is reaching 10 million active FSD subscriptions; hitting a broader set of market-cap and operational milestones could yield roughly $1 trillion in stock value. That structure makes subscription counts a directly pursued numeric objective.

Tesla has not disclosed how many customers bought FSD or pay monthly. Musk previously acknowledged older vehicles with weaker computing hardware may need retrofits, calling it “painful and difficult,” while adding he was glad not many people bought the FSD package. FSD also faces criticism over marketing claims and safety; allegations of misleading Californians could lead to a 30-day suspension of Tesla’s sales license in early 2026. Against back-to-back annual sales declines and trailing China’s BYD Co. in global battery-electric deliveries last year, a cited 8.6% annual sales drop aligns with Musk emphasizing FSD, robotaxis, and humanoid robots.