It's a tradeoff, too early to say if it's a dumb move.
Side A: Tesla can grow FSD subscription revenue by making FSD + Autopilot completely based on subscription. Lot more people use Autopilot than FSD. In the happy path such users will pay the subscription and that revenue will increase.
Side B: Autopilot (aka lane keeping) is fast becoming default option across manufacturers. Tesla will take a dip in sales if such 'basic' option is no longer available.
Side A: Tesla can grow FSD subscription revenue by making FSD + Autopilot completely based on subscription. Lot more people use Autopilot than FSD. In the happy path such users will pay the subscription and that revenue will increase.
Side B: Autopilot (aka lane keeping) is fast becoming default option across manufacturers. Tesla will take a dip in sales if such 'basic' option is no longer available.
Whether side A > side B is to be seen.