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In terms of likelihood, Ford is favored over GM for pursuing FSD partnerships. Observing Ford's BlueCruise technology, however, raises questions about its scalability and effectiveness compared to Tesla's offerings. Traditional automotive giants may struggle to compete on the technological front due to their archaic approaches to innovation and data collection.
Global Market Opportunities
The discussion also expands beyond the U.S. market, exploring the potential for foreign automakers, such as Hyundai, Kia, Honda, and Toyota, to enter into licensing agreements for FSD. Given that these companies manufacture vehicles in the U.S., they may find it beneficial to tap into the American market, potentially leveraging Tesla’s advanced technology.