Tesla pushes FSD robotaxi subscriptions

Tesla is pushing Full Self-Driving as a monthly service while expanding Robotaxi operations in the U.S. and widening FSD availability overseas. (tesla.com 1) (tesla.com 2) Tesla said in its first-quarter 2026 update that it launched unsupervised Robotaxi rides in Dallas and Houston in April. The same report said Tesla received approval for FSD Supervised in the Netherlands that month. (tesla.com) Tesla’s consumer pitch is now more direct: its FSD page lists the software at $99 a month, and its spring software update added a Self-Driving App that lets drivers subscribe from the car. (tesla.com 1) (tesla.com 2) Tesla’s website says FSD Supervised is currently available in the United States, Canada, China, Mexico, Puerto Rico, Australia, New Zealand, the Netherlands and South Korea. The page also says the feature still requires active driver supervision and does not make the vehicle autonomous. (tesla.com) In China, Tesla said on April 22 that it was working to launch FSD “as soon as possible,” but gave no timeline for a broader rollout. CnEVPost reported Tesla had begun offering China-specific advanced driver-assistance features in February 2025, with limited progress since then. (cnevpost.com) In South Korea, Digital Today reported that Socar brought in Tesla Model S and Model X vehicles equipped with supervised FSD and logged about 2,000 pre-bookings in 10 days. The report described the service as a way to test demand for premium EV subscriptions rather than a standard short-term rental. (digitaltoday.co.kr) Tesla’s own materials frame the software as a repeat-purchase product: subscribe monthly, use it on errands and commutes, and update it over the air. That is a different sales model from the older one-time FSD add-on Tesla used for years. (tesla.com) (electrek.co) The robotaxi push is moving in parallel. Reuters reported on April 18 that Tesla rolled out robotaxis in Dallas and Houston, extending a service that had previously launched in Austin. (usnews.com) Tesla’s FSD page draws a bright line between the two products: FSD Supervised is a driver-assistance system for customers, while Full Self-Driving Unsupervised is the future service Tesla says will power its robotaxi fleet. (tesla.com) That leaves Tesla selling the same core software in two ways at once: as a $99 monthly driver-assistance subscription today, and as the operating layer for robotaxi service in markets where regulators allow it. (tesla.com 1) (tesla.com 2)