CEO Elon Musk confirmed that Tesla will raise its monthly subscription fee for Full Self-Driving (FSD) beyond the current $99 as the software’s capabilities advance. The one-time purchase option, priced at $8,000 on Tesla’s website, will be discontinued on February 14. Musk highlighted that the most significant value jump will occur once unsupervised FSD allows occupants to sleep or use their phones throughout the trip, underscoring the company’s shift toward recurring revenue from software improvements.

Tesla has begun offering paid robotaxi rides in Austin without human safety operators aboard, following limited tests in December that still included a chase car and safety monitor. The initial deployment, launched in June last year, mixed supervised and unsupervised vehicles; Tesla AI lead Ashok Elluswamy stated the proportion of fully driverless cars will grow over time. This milestone positions Tesla alongside Waymo and Zoox in the emerging commercial robotaxi market.

At the World Economic Forum in Davos, Musk announced that Tesla’s Optimus robots—currently performing simple factory tasks—will undertake more complex functions by year-end and will be available for public purchase by late 2027. He emphasized targets of high reliability, safety, and broad functionality, projecting that robotic abundance could one day exceed human numbers and transform household and elder care.

Ahead of Tesla’s Q4 earnings call on January 28, investors have prioritized queries about a potential SpaceX IPO. Shareholders reference Musk’s past pledge to reward Tesla loyalists with early access to SpaceX stock at a prospective valuation between $800 billion and $1.5 trillion. Long-term Tesla holders hope such preferential treatment would enhance the appeal of TSLA shares beyond traditional automotive and energy segments.