Tesla licensing the Full Self-Driving and leading in autonomous driving

$Tesla(TSLA.US)$ $BYD COMPANY(01211.HK)$ $NIO Inc(NIO.US)$ $XPeng(XPEV.US)$ The article reported that Elon Musk confirmed that Tesla is currently in talks with one major automaker about licensing Full Self-Driving (FSD). The CEO didn’t reveal which major automaker Tesla is talking to, but he did say that there’s “a good chance” a deal is signed this year.

When it comes to actual automakers, Tesla does seem to be ahead for level 4 autonomous driving. Waymo is obviously ahead as it is commercially deployed already, albeit with a different geo-fenced approach. But it’s also not an automaker. If we talk about automakers outside of China, other than Mercedes-Benz with its level 3 system, Tesla is leading, in my opinion.

My take: According to the Electrek's article, Tesla is leading in autonomous driving. In my previous posts, I cited articles reporting that Mercedes-Benz, Waymo and Chinese EV level 3 autonomous driving systems have many restrictions such as geo-fenced and reliant on HD maps and coding. You can read the related articles listed below:
1. NIO NOP/NAD and Xpeng NGP/XNGP have limitations
2. Why autonomous driving in China is still out of reach for most customers?
3. Xpeng P5 owners complained autonomous features unavailable despite promised
4. Many restrictions required by Mercedes "Level 3" autonomous driving system
5. Autonomous Car Companies Like Waymo And Cruise Involved In Hundreds Of Crashes Since 2021

Tesla's FSD approach is using neural networks self-learning or AI-software which allows it to use on almost any road. The breaking of 1-billion-mile milestone is a strong evidence that the system works. Skeptics criticize Tesla FSD needs supervision but all the driver needs to do is to touch the steering wheel lightly for every 30 seconds. Based on reviews from Tesla FSD users, the self-driving software drives safer than human . Tesla chose to keep it at Level 2 for strategic reasons: first it side-step regulatory hurdle and implement it on all road conditions and second it reduces human psychological hurdles and encourages more to use.
6. Tesla FSD fleet passes 1 billion-mile milestone
7. Tesla FSD at breakthrough development AI software becomes more competent

Someone criticizes that the self driving system involved accidents and Elon Musk kept shifting the implementation timeline. First there is a grey area on who is responsible for the accident because FSD is supposed to be "supervised" meaning abuse is possible. There were also reports of smear campaign on Tesla's FSD. Second other automakers so-called L3 autonomous driving systems still don't have the confidence to implement on all roads; their announcement is merely for publicity.
8. Tesla self-driving smear campaign releases ‘test’ that fails to realize FSD never engaged
9. U.S. agency condemns use of its seal in anti-Tesla Super Bowl ad

Tesla licensing the Full Self-Driving and leading in autonomous driving

Source:

Tesla is in talks with 'one major automaker about licensing Full Self-Driving' - Electrek

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I reflected trading experiences by writing journals. My comments are for educational purposes not financial advice.

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