Part 5/11:
Tesla CEO Elon Musk emphasizes that design integration—including cameras, liquid-cooled custom chips, and secure internet gateways—takes roughly three years to implement at traditional automakers. To stay competitive, these companies must initiate licensing negotiations immediately.
Tesla's FSD system continuously improves—getting smarter every day. This incremental enhancement means that the technology’s value to automakers grows rapidly, giving Tesla increased leverage in negotiations. The first companies to license FSD will secure the most favorable terms and position themselves as early adopters, creating a substantial competitive edge.