"At the time, Ford CEO Jim Farley and Tesla CEO Elon Musk had a very cordial relationship. Despite Tesla's confirmation, which occurred during both the Q2 2023 and Q1 2024 Earnings Calls, no deal was ever reached. Whichever "major OEM" Tesla had talked to did not see the benefit. Even now, Tesla has not found that dance partner, despite leading every company in the U.S. in self-driving efforts by a considerable margin."
"Palani seemed to confirm that Tesla still has not found any company that is remotely interested in licensing FSD, as he said on X that "despite our best efforts to share the technology," the company has found that it "has not been proven to be easy." Licensing FSD has not proven to be easy, despite our best efforts to share the technology. https://t.co/VGYBU7Aduw - Sendil Palani (@sendilpalani) February 3, 2026"
Sendil Palani confirmed on X that Tesla's Full Self-Driving (FSD) still draws no interest from competing automakers. Tesla previously held licensing discussions with a major OEM—widely suspected to be Ford—but no agreement followed Q2 2023 and Q1 2024 earnings calls. The contacted OEM did not see sufficient benefit, and Tesla has not found another partner despite leading U.S. self-driving efforts by a considerable margin. Palani stated that licensing FSD "has not been proven to be easy" despite Tesla's efforts to share the technology. Tesla continues scaling vehicle production and expanding its model lineup, including plans around the Cybercab.
Read at TESLARATI
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