Part 2/11:
One of the most striking points discussed is Tesla's possible licensing of FSD to other automakers—a move that could dramatically alter the company's revenue streams and industry influence. Initially, there was skepticism about such licensing, especially given Elon Musk's earlier comments suggesting that FSD would be a core, non-commoditized aspect of Tesla’s offerings.
However, recent statements indicate that Tesla is already in preliminary talks with at least one major OEM. According to insights shared in the transcript, Gary Black, a prominent Tesla analyst, now regards the FSD licensing deal as a potential catalyst for Q4 of this year. This represents a notable shift from his prior cautious stance and aligns with Elon Musk's hints at broader licensing strategies.