Tesla(US:TSLA) Benzinga·2026-01-23 07:58Core Insights - Tesla's Full Self-Driving (FSD) system will see a price increase as its technology improves, with a current subscription rate of $99/month for supervised FSD [2] - The value of FSD is expected to increase significantly once unsupervised autonomy is achieved, potentially generating eight times more value for customers [5] - Tesla has discontinued the Autopilot feature in the U.S. and Canada, now offering Traffic-Aware Cruise Control as standard in new car purchases [3] FSD Price Hike - Elon Musk announced that the price for supervised FSD will rise as the system's capabilities enhance, particularly with the introduction of unsupervised FSD [2] - The anticipated "value jump" will allow users to engage in other activities during their rides, such as using their phones or sleeping [2] Tesla's Product Changes - The company has removed Autopilot from its offerings in North America, replacing it with Traffic-Aware Cruise Control for all new vehicles [3] - Free Supervised FSD is still included with new car purchases [3] Market Reactions and Collaborations - Cathie Wood's ARK Invest believes that FSD will be a valuable investment at its current pricing, projecting significant value generation once unsupervised autonomy is achieved [5] - Tesla has launched driverless Robotaxis in Austin, claiming to have solved the challenges of autonomous vehicles [6] - Concerns have been raised regarding the safety of these Robotaxis, as human-driven Tesla vehicles were observed following them, suggesting a potential shift in safety protocols [7] Insurance Collaboration - Lemonade Inc. announced a partnership with Tesla, offering a 50% rate cut for FSD-engaged driving, promoting the system as safer than human drivers [8] - This collaboration has faced criticism, with some investors labeling it a marketing gimmick [8] Stock Performance - Tesla's stock (TSLA) rose by 4.15% to $449.36 at market close, with an additional increase of 0.68% to $452.38 in after-hours trading [10]