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It all begins with Tesla's supercharging network, which functions as a "gateway drug" for broader licensing opportunities. Tesla's robust charging infrastructure has already established a dominant presence, and this success has paved the way for other automakers to consider adopting Tesla's broader autonomous driving solutions.
According to industry insights, the next logical step for legacy automakers is to license Tesla's Autopilot and FSD technologies. This would mean that companies like Ford could integrate Tesla's hardware—such as cameras and computing units—and proprietary software into their vehicles. The automaker would then pay Tesla a fee, likely a percentage of revenue generated from subscription-based features.