Elon Musk Says Rivals Still Won’t License Tesla’s FSD, Fund Manager Says They Never Will

Tesla's Full Self-Driving (FSD) technology remains a focal point for investors and industry observers. Despite Musk's consistent pronouncements on its capabilities and future potential, a key point of contention has been its availability to other automakers. The aspiration for widespread FSD adoption through licensing agreements has been a long-standing element of Tesla's strategy.

The inability to secure licensing deals for FSD carries significant implications. It suggests that rivals either doubt the technology's readiness or its business viability for external partners. This lack of third-party adoption contrasts with other automotive software developments, where cross-company collaborations are more common, and could impact Tesla's future revenue streams and its perceived leadership in autonomous driving.