Short-term expectations for licensing dropped after the last earnings call

What Elon wants was a large, proper licensing of a large legacy company, and the fact that legacy companies accept it means they are, in fact, subordinate to Tesla

But even now, FSD’s capabilities are improving day by day

Legacyes will be increasingly urgent and forced to make choices if specific schedules emerge, showing that robo-taxi commercialization is sufficiently possible at the Unveil on 10/10

The possibility of FSD licensing is ultimately in line with improved FSD performance

After the earnings call, expectations for FSD licensing have been put down for a while, but after 10/10, if even one is signed, it’s awesome!

I hope to hear good news only within this year!
And the company that made that wise choice has a good chance of surviving with Tesla

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By 2029, all U.S. automakers must include automatic emergency braking.

The problem is that automatic emergency braking is dangerous and can cause collisions. Making it work perfectly is as difficult as autonomous driving.

Other automakers must obtain AEB and FSD licenses from Tesla.
$TSLA