Ross Gerber Warns Tesla's Technology Edge Is 'Fading' As FSD Moves To Subscription-Only Model - Tesla (NASDAQ:TSLA)
TeslaTesla(US:TSLA) Benzinga·2026-01-15 07:08

Group 1 - Investor Ross Gerber has raised concerns about Tesla's decision to offer Full Self-Driving (FSD) only as a subscription service starting next month, indicating a potential shift in the company's software strategy [1][2] - Gerber believes that this move is a sign of Tesla's technology edge fading, as he suggests that FSD will become standard in vehicles over the next five years, which could reflect increased competition from Tesla's peers [2] - Elon Musk announced that Tesla will replace the one-time payment of $8,000 for FSD with a subscription fee of $99 per month, which may lead to greater adoption of the technology among customers [3] Group 2 - Tesla's Model Y has become the best-selling electric vehicle (EV) in the U.S. market in 2025, with over 93,000 units sold in the fourth quarter, according to data from Cox Automotive [4] - The Model Y will also be available in a 7-seater layout for an additional $2,500, along with new features such as a 16-inch touchscreen infotainment display [4] - According to Benzinga Edge Rankings, Tesla shows strong momentum and favorable price trends in the short, medium, and long term, although the stock declined by 1.79% to $439.20 at market close [5]

Ross Gerber Warns Tesla's Technology Edge Is 'Fading' As FSD Moves To Subscription-Only Model - Tesla (NASDAQ:TSLA) - Reportify