Tesla has just granted Australians extra time to buy Full Self-Driving (FSD) as a permanent option. While the February 14, 2026 deadline is fast approaching for North America, Australia gets an extension to March 31, 2026.
This decision marks the definitive shift to an subscription-only model for this long-awaited autonomous driving system. But why this difference in treatment between markets? And what does it mean for us in Europe?
Iโm breaking down this announcement and what it implies, to better understand Teslaโs strategy.
Australia gets 6 more weeks to buy FSD
Comparing the deadlines shows different treatment depending on the market. In North America (United States, Canada, Mexico), the cutoff date remains February 14, 2026. By contrast, Australia and New Zealand get a new deadline of March 31, 2026.
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Thatโs an extra 6 weeks for Australian buyersโa reprieve thatโs far from trivial.
The reasoning behind this extension is fairly simple: FSD only launched in Australia last year, in 2025. Australian Tesla owners therefore had much less time to test and assess the system before making a final purchase decision. Tesla is implicitly acknowledging that the original timeline was too tight for this newer market.
My take on this decision? It reveals a certain improvisation in Teslaโs communication. Why not anticipate this difference from the initial announcement? It raises questions about the consistency of the brandโs overall commercial strategy.
For North Americans, the urgency is at its highest: as I write this, only a handful of days remain to make their decision.

What actually changes after these deadlines?
The end of the one-time FSD purchase
Right now, you can buy FSD as a permanent option when you purchase your vehicle or even afterward. This model offers a one-time price that gives you lifetime access to the system, and the option stays with the vehicle if itโs resold.
After February 14 for North America (or March 31 for Australia), thatโs over. Tesla will completely remove the permanent purchase option. Only the monthly subscription model will remain available, with a recurring cost as long as you want to use FSD.
The psychological impact is significant: we move from a one-time ownership purchase to a rental-style service. Itโs a profound shift in the relationship to this feature.
Current owners are protected
Good news for those who already took the plunge: if youโve already bought FSD as a permanent option, you keep it for life. No forced switch to a subscription will be imposed, and your access remains full with no recurring fees.
This decision nevertheless creates a clear distinction between two categories of Tesla owners. On one side, those who bought before the deadline (the lucky ones). On the other, those who buy after (forced into the subscription).
The advice is clear for those still hesitating in North America or Australia: the decision needs to be made quickly.
Full Self-Driving is still very limited in availability
The global status of FSD is quite revealing: only 7 countries have access to this technology today. That includes the United States (the historic market), Canada, Mexico, China, Australia, New Zealand, and South Korea.
Europe remains the major missing piece from that list. The launch is promised for late 2026โso at least 10 more months of waiting for us. European regulations, stricter than in other regions, make the rollout more complex and significantly slow down the process.
My thoughts on this context? This ultra-limited availability raises serious questions. FSD remains a globally experimental product, tested in only a tiny fraction of automotive markets. In that context, Teslaโs international commercial strategyโand the rush to remove the one-time purchaseโseem premature.
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Tesla is pushing the subscription model even before winning over the worldโs main markets. For European Tesla owners, itโs genuinely frustrating: weโre watching these pricing changes from afar without even being able to test the product.

Why is Tesla switching to pure subscription?
A recurring-revenue logic
The subscription business model has obvious advantages for Tesla: predictable, ongoing revenueโfar more profitable in the long run than a one-time purchase. This approach matches the broader trend in the tech sector, seen with Netflix, Office 365, or Adobe Creative Cloud.
Tesla can argue that the subscription offers users apparent flexibility, allowing them to try it without a large upfront financial commitment. But in reality, it can make the total cost much higher over the vehicleโs lifetime.
This model also gives Tesla tighter control over access to the service. The brand can change pricing as it sees fit and revoke access in case of non-payment. To get the most out of your Teslaโs advanced features, youโll now have to go through this subscription model.
Announced price hikes
Tesla has already indicated that the price of FSD will increase gradually. These increases will happen as features improve and as the service expands geographically.
Itโs a classic sales-pressure strategy: encourage people to buy now before itโs โtoo lateโ or โtoo expensive.โ My review? This approach creates a form of artificial urgency that pushes buyers to decide quickly, without necessarily having had enough time to test the system properly.
The question remains open: at what price will the subscription be offered in Europe in late 2026? For now, no pricing information has been shared.
So Tesla is giving Australians a reprieve, but the direction is clear for all markets: FSD is becoming a subscription service, not a one-time ownership purchase. A decision that divides the community of owners and fuels a lot of debate.
For us in Europe, this change will probably arrive as soon as FSD launches in our region. Thereโs little chance weโll be able to benefit from a permanent purchase option like early North American users. Keep an eye on Teslaโs official announcements regarding Europe: pricing and access conditions will be crucial.
What about youโwhat do you think? Subscription or one-time purchase, which model do you prefer?
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