Companies/Tesla/software
launchedsoftware

Full Self-Driving (Supervised)

Subscription-only in the US since February 14, 2026. Provisionally approved in the Netherlands in April 2026 and in several other EU countries since, but there is no EU-wide approval yet.

TSLA market data

The numbers

Active FSD subscriptions1.48 millionQ2 2026 · Record net new subscriptions in the quarter · source ↗
FSD attach rate on new North American deliveriesOver 55%Q2 2026 · source ↗

What it is

Tesla's driver-assistance software that requires a driver to stay attentive. Tesla sells it as a subscription and also uses it as its base for robotaxi.

Why it matters to the stock. Software subscriptions are the higher-margin revenue Tesla wants more of. Regulators are also testing the system: NHTSA expanded its probe in March 2026, and California's DMV ruled that Tesla's marketing was misleading.

News

Tesla renames FSD (Supervised) to 'Tesla Assisted Driving' on European websites

Tesla's European websites now call its driver-assistance software 'Tesla Assisted Driving' instead of 'Full Self-Driving (Supervised)'.

Regulation

EU committee holds no FSD vote on Oct 6; Reuters reports Tesla pressed Dutch regulator

The EU Technical Committee on Motor Vehicles did not vote on Tesla's FSD (Supervised) application on October 6, so the next possible decision is December.

Regulation

Seven EU countries adopt Dutch FSD approval; EU-wide vote not before December

Electrive reported on September 28, 2026 that seven EU countries have adopted the Dutch approval of FSD (Supervised) for their own roads.

Regulation

Tesla Q2 2026 update: FSD (Supervised) approved in Lithuania, Estonia, Denmark and Belgium

Tesla's Q2 2026 update letter says it received further FSD (Supervised) approvals in Lithuania, Estonia, Denmark and Belgium after the Dutch approval.

Regulation

Florida AG asks appeals court to erase Tesla's $243M Autopilot verdict

Florida Attorney General James Uthmeier filed a brief on July 9, 2026 in Tesla's 11th Circuit appeal of the $243 million Autopilot verdict, joined by Alabama and Georgia.

Legal

Tesla lists China among FSD (Supervised) markets, with local approval still pending

On May 21, 2026, Tesla's official X account said FSD (Supervised) is now compatible with the Chinese region, but Tesla China has not given local customers a rollout date.

Regulation

Dutch RDW grants first European approval for Tesla FSD (Supervised)

Tesla received type approval for FSD (Supervised) from the Dutch authority RDW, making the Netherlands the first European market for the system.

Regulation

NHTSA widens FSD probe to poor-visibility driving; 3 million vehicles

NHTSA expanded its investigation into Tesla's Full Self-Driving system into an engineering analysis, focused on poor-visibility conditions.

Regulation

Tesla sues California DMV over FSD false-advertising ruling

Tesla sued the California DMV in a complaint dated February 13, 2026, to reverse a ruling that its Autopilot and Full Self-Driving marketing was misleading.

Regulation

Judge upholds $243M Autopilot verdict against Tesla, rejecting new-trial bid

Judge Beth Bloom in Miami rejected Tesla's bid to overturn a $243 million jury verdict in a fatal Autopilot crash case on February 19-20, 2026.

Legal

Tesla drops standard Autosteer from new Model 3 and Model Y orders

From January 23, 2026, new Model 3 and Model Y orders in North America no longer include basic Autopilot as standard.

Product

Tesla to end outright FSD sales after Feb 14 and go subscription-only

Musk said on January 14, 2026 that Tesla would stop selling Full Self-Driving outright after February 14 and offer it only as a monthly subscription.

Product