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Farley's remarks imply that Ford is carefully evaluating its capabilities against competitors, including Tesla. The acknowledgment of other systems, especially at a time when their own technology is under scrutiny, signals a desire for collaboration or licensing arrangements to enhance their offerings. This could potentially make Ford a customer of Tesla’s advanced FSD system, a significant shift given the competitive landscape.
As Farley alluded to the growing importance of autonomous driving for future vehicle sales, they must recognize that EVs without FSD capabilities may soon be seen as outdated. With Tesla poised to dominate the market, particularly with their enhanced approach to FSD that relies solely on cameras and AI, Ford may be compelled to explore partnerships seriously.