Tesla(US:TSLA) Feng Huang Wang·2026-01-15 00:54Core Viewpoint - Tesla CEO Elon Musk announced a shift from a one-time purchase model to a subscription model for the Full Self-Driving (FSD) system, which is linked to his performance-based compensation plan that could yield up to $1 trillion [1][2]. Group 1 - The change to a subscription model for FSD will take effect after February 14, with users only able to subscribe monthly instead of making a one-time purchase [1][3]. - Musk's performance targets include achieving 10 million active FSD subscriptions, a goal set by Tesla's shareholders as part of his $1 trillion compensation plan [2][3]. - The subscription model is favored by investors for its potential to provide stable, recurring revenue, contrasting with the volatility of one-time purchases [3].