Elon Musk announced that Tesla's upcoming Robotaxi platform will significantly impact the competition in the autonomous vehicle market, as other automakers will likely need to license Tesla's Full Self-Driving (FSD) technology to succeed. A recent test of Tesla's Robotaxi was conducted in Austin, Texas, coinciding with the city's recognition of Tesla as an autonomous vehicle operator. Industry predictions suggest that at least one other automaker will pursue FSD licensing by year-end, highlighting Tesla's position as a leader in autonomous vehicle solutions.
The automakers keep being told that this isn't real or that just buying some hardware from Nvidia will solve it. As Tesla robotaxis become widespread and their other solutions don't work, they will naturally turn to us.
At least one automaker by end of year will license Full Self-Driving from Tesla, as it will give rivals the confidence to use the software to run their own self-driving operations.
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