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Tesla’s ‘Early Access Program’ will reportedly be extended to Full Self-Driving buyers
It appears that Tesla’s Early Access Program will be automatically extended to buyers who purchased Full Self-Driving (FSD) prior to the end of February 2019, at least according to an email from the all-electric car maker to a Model 3 owner shared via Twitter.
Early purchase of FSD had previously been understood as a qualifier for the Early Access Program, but confusion over access to the program has been widespread thanks to seemingly sporadic rollouts of beta features combined with very little communication from Tesla. A March 1, 2019 announcement posted by Tesla previously confirmed this arrangement; however, that post has since been removed from Tesla’s official news/blog page.
It read as follows:“Customers who previously purchased Full Self-Driving will receive an invitation to Tesla’s Early Access Program (EAP). EAP members are invited to experience and provide feedback on new features and functionality before they are rolled out to other customers.”A Tesla owner and enthusiast well known in the community under the handle Earl of Frunkpuppy (@28delayslater/Twitter) recently received an email from Tesla which appears to clarify the matter:
“In regards to the Early Access program, we are super excited to offer the Early Access Program to our customers who had purchased FSD prior to the end of February! At this time, we are currently working on the process and timeline for this exciting feature. Once we have the appropriate information, we will communicate to our customer base! Invitations will be sent out automatically to all qualifying owners. The good news is that there are no extra steps needed on your part to receive the invitation. Thank you again for your email.”
Tesla’s Early Access Program provides beta software features for testing by an exclusive pool of owners. Invitations to join the program have been received and accepted by many in the owner community, but details are sparse on how the program is carried out. Given the secrecy mandated by Tesla for its Early Access users, this is not surprising.
What’s known generally about the program, as shared online by a few owners actively involved, is that participants receive an email prior to a beta release requiring acceptance of the software before being the update is sent over the air. At that time, the owner is also reminded of the Early Access Program’s strict rules for participation: No sharing information online and no 3rd party software reporting apps (TeslaFi, notably). Whether or not invitees are even supposed to acknowledge receiving an invite is even debated, with references being made to the first rule of “Fight Club”.
One additional thing worth noting about Tesla’s Early Access Program is that it’s not a priority system, meaning enrollment isn’t tied to receiving mass software updates before other non-participants. The program is strictly for software testing, and some features included in beta releases may never be released in the final system-wide update. The role of the participant is to provide helpful feedback to Tesla so that improvements can be made, not simply to be first in line for new features, although that is a huge benefit to weigh with the risks of using imperfect software that controls your vehicle. As the all-electric car maker moves closer towards launching its Full Self-Driving program, feedback from participants of the Early Access Program will become more essential.
Tesla has begun rolling out the final FSD computer (Hardware 3/HW3) in new production vehicles, and CEO Elon Musk recently confirmed that the company’s mobile service teams would be able to install the upgrade instead of the company’s service centers. Musk detailed the performance difference between HW2.5 and HW3 via Twitter: “The Tesla Full Self-Driving Computer now in production is at about 5% compute load for these [Navigate on Autopilot] tasks or 10% with full fail-over redundancy,” he wrote, later mentioning that the HW2.5 load was 80% with the system’s current features.
The company will be hosting an Autonomy Investor Day on April 22nd where the roadmap for Tesla’s Full Self-Driving features will be discussed and key updates will be provided. Investors will also be given test rides demonstrating FSD and Autopilot improvements, including never-before-seen features. The event will be webcast, though additional details are yet to be announced.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
