During an earnings call Wednesday evening, CEO Elon Musk said the company is in talks to share its technology with original equipment manufacturers.
Tesla 's plan to share its full self-driving capabilities with original equipment manufacturers has Wall Street analysts talking. During an earnings call Wednesday evening, CEO Elon Musk said the company is in talks to share its technology with original equipment manufacturers — and is in early discussions with one unnamed company.
"In our opinion, vehicle autonomy lends itself to a winner-take-all/winner-take-most outcome at a regional/local level," Jonas said. "A potential licensing of FSD would represent an important change of scope in how investors measure the TAM for Tesla." These FSD aspirations tap into the latest artificial intelligence craze overtaking Wall Street, with Goldman Sachs analyst Mark Delaney viewing it as a key debate for investors in the intermediate term.
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