🚀 Gigantic FSD licensing potential

Hey S3XY 🧤, In multiple ‘X’ posts, Elon yet again confirms that FSD will eventually be licensed to other auto manufacturers without giving his ‘infamous’ timeline though.
From OEMs perspective it makes huge sense as capital costs, technological know how, huge real world data to train neural nets seems almost impossible for anyone, which leaves them with only option to either license FSD from Tesla in some form or left out completely from the world of smart and autonomous mobility.
This licensing of Full Self-Driving (FSD) technology would eventually become a determining factor for the success of legacy auto giants, enabling them to stay relevant in the evolving landscape of autonomy.
Elon also mentions that over long run FSD licensing could be larger than Tesla’s auto manufacturing business.
And some other highlights from today’s letter 📨:

• Audi CEO on EVs and autonomy.

• Apple hunts for new playground.

• Korea gets refreshed Tesla.

• Model Y price cuts.

Let’s take a dive..👇🏻

$TSLA CHART

TESLA BULLETS

Price cuts: Tesla cuts Model Y prices in Australia by upto 9.3% for top of the line variant.

AI talent wars: When Tesla AI competes directly with biggies like Microsoft OpenAI who are flushed with cash to splurge on talent acquisition to dominate biggest ever upcoming TAM, talent war is inevitable.

Hunt: Tesla looking to deploy $2 - $3 billions to set up Indian plant so as to produce mass market vehicle.

Update: Finally Korea gets new Tesla Model 3 Refresh.

Aussiland: Tesla Australia continues to gain market share as Model Y becomes 3rd best selling vehicle in the country.

Superiority: FSD sees more, analyse more, therefore in most cases would make better drive decisions than human drivers. See this demo wherein FSD driving perfectly compared to their ‘not so intelligent’ human counterpart.

Inventory woes: If you have been concerned about raising Tesla inventory days, dive here to have better understanding about all things inventory.

Analyst call: Deepwater’s Gene Munster on short term TSLA pain and long term bull thesis.

Energy business: Have you been sleeping on Tesla Energy business lately, kindly do not. We repeat kindly do not sleep on energy. By 2024 end Tesla Shanghai Megafactory would be up and running which would double the current output.

No internal poaching: Elon clarifies over xAI poaching Tesla engineers.

WHISPERS

Well that looks almost certain now, bigger question is ‘when’?

Latest Cathie Wood on all things TSLA.

Elon teasing actively about FSD licensing potential.

Talk about ecosystem elonsystems.

Elon’s pov on ‘FSD license earnings’ to exceed auto earnings in long run.

INDUSTRY FILES

Bots are coming: Apptronik’s CEO talks about how its humanoid robot ‘Apollo’ would perform some mundane nursing or alike tasks going forward.

More batteries: LG Energy Solutions has begun construction of a battery production plant in Arizona, USA and would start hiring by end of year.

Inevitable: Licensing FSD from Ford’s (or any other OEMs) perspective.

Unveil: Chevrolet is gearing up to launch the Silverado EV RST First Edition and the company has announced pricing will begin at $94,500.

Industry hunting: Apple explores market of robotics for their next leg of growth.

Future: Audi CEO Döllner recently talked about EVs in general and future of autonomy, without mentioning Tesla but it was pretty much all about Tesla.

Milestone: Rivian rolls out its 100,000th EV, it took Rivian about 2.5 years to reach 100K mark.

Pickups: New images are showcasing what appears to be the first all-electric upcoming pickup model from BYD.

Solid batteries: Nio has begun mass production of its 150-kWh battery pack, a semi-solid state battery that is expected to be in service this quarter.

THAT’S THOUGHTFUL

Reid points out 3 qualities that he find in most successful entrepreneurs.
👇🏻

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