Tesla’s Full Self-Driving (FSD) system may not be supported by conventional reviewers, but it is poised to potentially make its way to non-Tesla vehicles in the coming years. According to Tesla executives, the company is currently in discussions with a major automaker for a potential FSD licensing deal.
During the first quarter 2024 earnings call, company executives confirmed that Tesla is in talks with one major automaker about licensing FSD. Elon Musk confirmed this and emphasized the importance of a vision-based approach to autonomy, stating that it is becoming increasingly evident that all cars will need to be smart cars in the future.
While the prospect of another automaker licensing FSD is exciting, the actual rollout of FSD in a non-Tesla vehicle is expected to be years away. This is due to the length of time that veteran carmakers typically take in their product cycle.
Tesla’s CFO Vaibhav Taneja mentioned that during conversations with some OEMs, it became clear that it would take years before they implemented FSD in their products. Overall, while discussions are ongoing and the potential for FSD licensing to other automakers exists, the actual implementation is expected to take a significant amount of time.