Elon Musk announced that Tesla will stop offering its Full Self-Driving (FSD) software for a flat rate after February 14, shifting to a monthly subscription model starting at $99. This change reflects Musk’s strategy to position Tesla as a leader in autonomous mobility. Previously, customers could pay a one-time fee of $8,000 for the FSD package, which still requires human oversight during driving. The announcement led to a 1.8% drop in Tesla’s stock price. Only about 12% of Tesla's current fleet subscribes to FSD, according to CFO Vaibhav Taneja. The company hasn't disclosed exact subscriber numbers, which raises questions about the software's adoption and effectiveness. Tesla launched a limited robotaxi service in Austin last year, but it operates with human supervisors. In California, Tesla faces regulatory challenges, including accusations of false advertising regarding its self-driving capabilities and a class action lawsuit on appeal. In contrast, Alphabet's Waymo has established itself as the leading player in the robotaxi market, with over 450,000 weekly paid rides. Waymo operates in multiple cities, including Austin and San Francisco, and plans to expand further. Meanwhile, Tesla's recent performance reflects challenges, with fourth-quarter deliveries at 418,227, down 16% from the previous year and marking a second consecutive annual decline. Tesla is set to report its fourth-quarter earnings soon.