I make the case that FSD Version 13 and the systems that follow next year will give Tesla a 5-10 year lead. The car company and Waymo competitors in China are currently buying Nvidia Orin and Thor driving chips and software. The Nvidia driving chips are just the base system and the companies still have to train them to create their driving automation AI.
IF Tesla has a 5-10 year lead then the obvious choice to catch up with a system that is 600 times better than the Ford, Xpeng, Huawei, BYD or other driving systems is to license FSD from Tesla.