Elon Musk Confirms No Takers for Tesla FSD Licensing as Future Fund Predicts Rivals Won't Adopt It
Yahoo Finance ·
Tesla CEO Elon Musk has acknowledged that rival automakers still have not licensed the company's Full Self-Driving software. Gary Black, managing partner at The Future Fund, reiterated his long-held view that legacy OEMs will bypass Tesla's technology to develop their own unsupervised autonomy systems, viewing it as essential for survival in the automotive industry rather than outsourcing it. While Musk previously expressed optimism regarding potential agreements, recent discussions stalled due to demanding manufacturer requirements. Meanwhile, Tesla reported approximately 1.48 million paid FSD subscribers globally as of June 30, marking a 16% increase from the prior quarter. However, the EV maker continues to navigate regulatory hurdles, including multiple safety probes by the NHTSA into its camera-only autonomous framework. TSLA shares have declined 16% year-to-date, with retail sentiment remaining subdued on social trading platforms.
AI 시장 분석
Tesla CEO Elon Musk stated that competing automakers are not interested in FSD software licensing agreements, lowering expectations for additional royalty revenue generation. Traditional automakers have decided to develop autonomous driving technology in-house, while Tesla is focusing on 1.48 million subscribers and Robotaxi expansion. This news puts the brakes on Tesla's software diversification strategy, requiring a cautious approach among investors.
상승 영향
- Electric Vehicles — Tesla's FSD subscribers reached 1.48 million as of June 30, a 16% increase from the previous quarter, proving robust subscription revenue growth.
하락 영향
- Electric Vehicles — Competing automakers rejected Tesla's FSD licensing and declared in-house autonomous driving development, dashing hopes for software royalty revenue diversification.
DYAX 전담 분석
The news of the failure of Tesla's FSD licensing may lower expectations for software-centric, high-margin revenue diversification, acting as downward pressure on the stock price. In particular, as traditional automakers opt for in-house autonomous driving development, the likelihood that Tesla will secure a monopoly has grown longer-term than expected.
Future stock prices will be heavily influenced by the growth rate of FSD subscribers (currently 1.48 million) and the results of NHTSA safety regulatory investigations. Investors must closely monitor the valuation readjustment following the absence of licensing, alongside the progress of US regulatory investigations into camera-only systems.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 53% · Bearish (Short) 47%
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