Part 8/12:
Tesla’s aggressive move is a wake-up call for traditional auto giants like GM, Ford, Volkswagen, and BMW. Many lack the software infrastructure or installed hardware base to immediately adopt a similar subscription model. To remain competitive, these companies must license Tesla’s FSD technology or accelerate their own system development.
Furthermore, international markets like Canada and other regions could be next in line as regulatory hurdles are cleared, expanding Tesla’s software revenue potential globally.