According to Sawyer Merritt, Tesla reported that monthly subscriptions for FSD (Supervised) continued to grow sequentially and more than doubled in 2025. Tesla announced it is transitioning access to FSD (Supervised) exclusively to monthly subscriptions, phasing out the up-front payment model. This move signals a significant shift in Tesla's AI-powered software monetization strategy, aiming for recurring revenue streams and broader adoption of autonomous driving features. As reported by Sawyer Merritt, this transition is expected to impact customer engagement and further embed Tesla's AI-driven technology in the automotive market.