"I've tried to warn them and even offered to license Tesla FSD, but they don't want it! Crazy ... When legacy auto does occasionally reach out, they tepidly discuss implementing FSD for a tiny program in 5 years with unworkable requirements for Tesla, so pointless. 🤷♂️ 🦕 🦕 - Elon Musk (@elonmusk) November 24, 2025"
"Our point is not that Tesla is at risk, it's that everybody else is, in terms of autonomy and self-driving development."
"Wertheimer believes there are hundreds of billions of dollars in value headed toward Tesla's way because of its prowess with FSD."
Tesla offered to license its Full Self-Driving (FSD) suite to legacy automakers, but those automakers have resisted licensing under Tesla's terms. When legacy automakers engage, they reportedly propose limited pilot programs to start years later and attach requirements that Tesla views as unworkable. Melius Research projects that Tesla's autonomy leadership could direct hundreds of billions of dollars of value toward the company. Earlier discussions reportedly occurred with at least one Detroit-based automaker, likely Ford, though no official party was confirmed. Ford recently scaled back its EV efforts due to profitability issues and weak demand.
Read at TESLARATI
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