Full Self-Driving (Supervised) has been approved and rolled out in Lithuania, becoming the second EU country to allow the certified system on public roads after the Netherlands. Lithuania’s transport safety administration adopted the Netherlands’ prior certification rather than conducting its own testing, using EU rules that permit recognition of another member state’s type approval. Tesla confirmed the rollout for Lithuanian owners. Greece is expected to approve through an upcoming bill, and Belgium is expected to follow a similar recognition approach. The expansion supports Tesla’s subscription-driven strategy, tied to long-term milestones for active FSD users. Growth is accelerating after Tesla removed the one-time purchase option and shifted to a $99 monthly subscription, generating recurring revenue. EU-wide recognition is still uncertain due to regulatory pushback and a qualified majority vote requirement.
"Lithuania became the second EU member state to approve FSD (Supervised) on Tuesday, just weeks after the Netherlands became the first. Greece and Belgium are expected to follow shortly. The Lithuanian transport safety administration adopted the Dutch RDW's prior certification rather than running its own testing programme. Under EU rules, member states can recognise another country's type approval and allow the certified system onto their roads. It is a shortcut, but a legally valid one."
"Tesla Europe confirmed the rollout on X, posting that FSD Supervised was now live for Lithuanian owners. The Greek transport ministry said an upcoming bill would grant approval, according to Reuters. Belgium is expected to follow the same RDW recognition route. The expansion matters for Tesla's broader strategy. CEO Elon Musk's $1 trillion compensation package is tied to hitting a series of product milestones, including 10 million active FSD subscriptions by 2035."
"The company currently has roughly 1.3 million FSD users globally, comprising 824,000 who purchased the software outright and 476,000 active monthly subscribers. That subscriber count is growing fast. Tesla added 180,000 new FSD subscribers in Q1 2026, a 51 per cent jump from the previous quarter. In February, the company dropped the one-time purchase option entirely, making FSD available only through a $99 monthly subscription. The move removed the $15,000 upfront barrier and is generating roughly $546 million in annualised recurring revenue."
"But the European rollout faces headwinds. The RDW is pushing for formal EU-wide recognition through the European Commission's Scandinavian regulators are pushing back and EU-wide approval faces a qualified majority vote with no date set."
Read at TNW | Electric-Vehicle
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