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Tesla Shifts Full Self-Driving To Subscription Model Amidst Intensifying Competition

Tesla Inc. (TSLA) is set to change the way its highly anticipated Full Self-Driving (FSD) technology is sold. Following a recent announcement from CEO Elon Musk, the electric vehicle maker will discontinue its one-time, flat-rate purchase option for FSD and instead offer the package exclusively as a monthly subscription.

Transitioning From One-Time Payment To Recurring Revenue

Musk said on his social media platform X that Tesla will stop selling FSD after February 14. Going forward, customers will be able to access the system for a recurring fee currently set at $99 per month, replacing the previous one-time price of $8,000. The move underscores Tesla’s ongoing shift toward subscription-based software and its effort to build more predictable revenue from autonomous driving features.

Market Impact And Competitive Landscape

The announcement comes as Tesla faces increased competition in the autonomous vehicle sector. Shares closed 1.8% lower following the news, reflecting market caution. Industry peers such as Alphabet’s Waymo have reported significant milestones, including over 450,000 weekly paid rides, positioning themselves as frontrunners in the robotaxi market. Meanwhile, Tesla’s FSD continues to require a human driver at the helm, underscoring regulatory and technological challenges that persist across the industry.

Operational Challenges And Future Outlook

Tesla’s Q4 reports also point to operational headwinds, with deliveries of 418,227 vehicles — a year-over-year decline of 16% — and production down by 5.5%. Despite these hurdles, FSD remains a cornerstone of Tesla’s strategy to cement its leadership in next-generation autonomous mobility. CFO Vaibhav Taneja noted that the current FSD customer base comprises about 12% of Tesla’s fleet, a statistic that further emphasizes the potential for growth through the subscription model.

Regulatory And Legal Oversight

Investor and public scrutiny have intensified, especially in light of regulatory challenges in key markets such as California. The state’s Department of Motor Vehicles has accused Tesla of overstating the capabilities of its self-driving systems, a charge that has culminated in legal actions which remain under appeal. This evolving regulatory landscape adds a layer of complexity to Tesla’s ambitious plans in autonomous technologies.

As Tesla navigates these multifaceted challenges, the shift to a subscription model for FSD could signal a broader trend within the mobility industry. With advancements in robotics and AI fueling competition from established players like Waymo, Tesla’s strategic pivot underscores the dynamic nature of technological innovation in the automotive sector.

Women Make Up A Majority Of The EU’s Science And Technology Workforce But The Real Gap Is Elsewhere

Women now make up the majority of the EU’s science and technology workforce. According to Eurostat, in 2025, more than 81.6 million people aged 15 to 74 were employed in science and technology occupations across the EU. Of those, 52.5% were women, equal to 42.8 million women. The number of women in these occupations rose by 27.9% compared with 2015, an increase of more than 9.3 million over a decade.

On the surface, the numbers resemble progress. However, Eurostat’s category requires context before that figure can be read accurately. The data refers to HRST, or Human Resources in Science and Technology, specifically people employed in science and technology occupations. These are roles where the main tasks require professional or technical knowledge in physical and life sciences, but also in social sciences and humanities. That definition is wider and broader than engineering, ICT, laboratory science, or high-tech research alone.

Zooming In

The gender picture changes once the data moves from a wider definition of the workforce to the narrower scientist-and-engineer (research and manufacturing) subgroup.

Scientists and engineers represented almost a quarter of all people employed in science and technology in the EU in 2025. Eurostat describes scientists and engineers as often being the innovators at the centre of technology-led development, making them an important subgroup to focus on separately.

Women accounted for only 40.8% of scientists and engineers in 2025, despite making up more than half of the wider category. That share has increased by a mere 0.5 percentage points over the past decade. The absolute number of women working as scientists and engineers rose from 5.3 million in 2015 to 8.2 million in 2025, despite the push from national and international organisations to increase the number of women in the field. Europe has expanded the number of women in science and technology occupations over ten years. However, that expansion has not extended equally into the scientist-and-engineer subgroup, where much of Europe’s research and innovation work is conducted.

In 2025, of the 39.4 million women aged 25 to 64 working in science and technology occupations in the EU, 35.5 million worked in service activities. Only 2.7 million worked in manufacturing. Women accounted for 57.5% of science and technology employment in services, but only 31.3% in manufacturing.

In 2025, the highest shares of women employed in science and technology occupations were recorded in Latvia at 62.4%, followed by Hungary’s Great Plain and North region at 61.1%, Estonia at 60.5%, Poland’s Central macroregion at 60.4%, and Lithuania at 60.3%. No EU country recorded a majority of women among science and technology workers in manufacturing.

Break-down

Eurostat’s figures measure employment in broad science and technology occupations. They do not show job security, pay levels, management roles, promotion rates, research leadership, or whether women are concentrated in junior or senior workplace positions.

The classification of “senior” also requires additional explanation. Eurostat reports that 45.9% of science and technology workers aged 25 to 64 in the EU were classified as “senior” HRST in 2025. In this dataset, “senior” refers to workers aged 45 to 64. It does not mean senior manager, senior researcher, team lead, or decision-maker.

A high female share in the wider Human Resource Science and Technology (HRST) category does not parallel equal representation across scientists, engineers, manufacturing roles, senior posts, pay, research funding, or decision-making. These figures also reflect the occupational mix inside each country or region, not only structural progress across all areas of science and technology.

The Case Of Cyprus

Eurostat data places Cyprus’s overall science and technology employment at 37.2% of the labour force in 2025, slightly above the EU-27 figure of 36.9%, and above Greece at 26.8%, Malta at 33.9%, and Turkey at 18.2%. This figure covers the total share of the labour force employed in science and technology across all genders.

Progress Or Work-in-Progress?

52.5% in the broad category. 40.8% among scientists and engineers. 31.3% in manufacturing. Europe’s gender gap in science and technology hasn’t closed yet, and there is still work to be done to encourage and support more women to enter the field, especially in research and manufacturing.

Let’s not wait another decade for another couple of percentage points of hope.

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