Overview
- Elon Musk said on X that legacy manufacturers "don't want" Tesla's Full Self-Driving and only discuss tiny pilots years out with "unworkable requirements."
- Despite years of offers and claims of talks with a major OEM, Tesla has not announced any licensing agreement for FSD.
- Some carmakers are opting for other autonomy providers, with Ford CEO Jim Farley publicly saying "Waymo is better."
- Traditional automakers' V-model validation and liability expectations conflict with Tesla's supervised beta deployment approach.
- Musk’s remarks followed a Melius Research note asserting Tesla’s autonomy lead could create major value, even as legal scrutiny continues, including Tesla’s pretrial settlement of the James Tran case this month.