$TSLA Self-Driving Partnership (How could it work?)
• Integration timelines for FSD with partners, particularly Chinese vendors, might expedite, possibly within two years.
• Partnering for FSD integration with other automakers or tech firms might span over three years, covering hardware, software, and data integration.
• Utilizing its advancements in hardware and software, Tesla could offer a distributed inference service similar to AWS, tapping into the computational power of its vehicle fleet.
• Tesla's autonomy approach relies on vision-based systems, simplifying FSD adoption without requiring specialized equipment.
• Licensing FSD entails using Tesla's cameras, inference computer, and software, potentially becoming essential for market competitiveness.
• Tesla's partnership efforts encompass a comprehensive approach covering technical resources, sales, product management, and engineering integration to support OEM partners.
• Tesla's collaboration with NVIDIA underscores its leadership in self-driving technology, potentially impacting its network infrastructure and compute capabilities.
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