Part 6/8:
Could the key to Ford's survival lie in the licensing of Tesla's FSD technology? If Ford successfully negotiates a partnership that allows it to integrate FSD into its vehicles, it could create a recurring revenue stream that helps mitigate the losses from electric vehicle sales. A hypothetical 50/50 revenue split on FSD subscriptions could afford Ford a lifeline.
For example, if a Ford owner subscribed to FSD for $100 per month, Ford could theoretically pocket $50 of that, potentially generating substantial recurring revenue over time. If this partnership also included participation in Tesla's robotaxi network, the prospects for Ford could improve significantly.