Overview
- Elon Musk wrote on X that rivals "don’t want" Tesla’s Full Self-Driving and only propose tiny programs years out with what he called "unworkable requirements."
- After years of talks, no licensing deal has emerged, and Ford’s CEO publicly favored Waymo’s LiDAR-based path over Tesla’s camera-first system.
- Regulatory scrutiny remains heavy, with a new U.S. probe into red-light and wrong-way reports following an earlier investigation, alongside lawsuits that include an August verdict Tesla plans to appeal.
- Perrone Robotics sued Tesla alleging infringement of five self-driving patents dating back six years.
- A Tesla finance executive said interest exists but feasibility is low at many OEMs due to gaps like slow over-the-air updates, even as analysts tout FSD’s potential and reports describe crashes in limited Austin robotaxi trials.