Key Insights
Tesla has removed the Autopilot feature from new vehicles in the U.S., leaving Traffic-Aware Cruise Control as the standard driver-assistance system.
Full Self-Driving (FSD) is now available exclusively through a monthly subscription, priced at $99, with future price increases tied to capability improvements.
In February 2026, Tesla rebranded 'Navigate on Autopilot' to 'Navigate on Autosteer' and 'FSD Computer' to 'AI Computer' in software update 2026.2.9.
AI Analysis
Tesla's strategic shift to discontinue Autopilot and offer FSD exclusively through a subscription model is likely to lead to short-term challenges, in...
Market Outlook
Short-Term
The discontinuation of Autopilot and the shift to a subscription-based FSD model may lead to initial customer dissatisfaction and potential declines in vehicle sales.
Long-Term
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