$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.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
