Dear Tesla Stock Fans, Mark Your Calendars for February 14

Core Insights - Elon Musk announced a significant change in the purchasing model for Tesla's Full Self-Driving (FSD) feature, shifting from a one-time fee of $8,000 to a monthly subscription of $99 starting February 14 [1] - Existing customers who paid the one-time fee will retain lifetime access to the FSD feature [1] Group 1: Product and Technology - Tesla's Full Self-Driving system can perform lane changes, recognize traffic signals, and navigate obstacles autonomously, but it still requires human oversight [2] - The company aims to achieve full autonomy through software upgrades, leveraging the extensive data collected from its vehicles daily [2] - Achieving full autonomy could significantly enhance value generation, impacting various industries through advancements in robotics and automation [2] Group 2: Market Position and Valuation - Tesla is recognized as both an automotive and energy company, selling electric vehicles, energy generation and storage solutions, and solar products [3] - The stock price of TSLA has remained relatively stable over the past year, while the S&P 500 index has increased by over 16% during the same period [3] - The new subscription model has raised questions among investors regarding Tesla's valuation, blurring the lines between being a car company and a software company [4] - The diversification into energy and robotics has already indicated that Tesla is more than just a car manufacturer, but the new payment model complicates this perception further [4]