With Tesla opening up its Supercharger community to different automakers, the pure subsequent step can be to open up its software program.
Tesla held its Q2 earnings name right now, and throughout the name, Tesla CEO Elon Musk stated that one of many firm’s subsequent strikes might be to license its self-driving know-how to different electrical automakers. In actual fact, the CEO stated that they have been already in discussions to just do that with no less than one different firm.
In feedback caught by The Verge, Musk stated: “We’re not making an attempt to maintain this to ourselves. We’re very happy to license it to others.” The feedback echo a tweet from the CEO final month wherein he in contrast licensing Full Self-Driving to opening up the corporate’s Supercharger community to non-Tesla EVs.
So as to advance its FSD Beta even additional, Tesla has additionally introduced that it has began manufacturing of its Dojo supercomputer, which shall be used to coach its autonomous fleet of automobiles. In its earnings report, the corporate stated that “extraordinarily giant real-world dataset, neural web coaching, car {hardware}, and car software program” would all be wanted to resolve autonomy. The Dojo supercomputer, which is claimed to be the primary supercomputer able to an exaflop, will help the corporate with neural web coaching.
The corporate’s earnings name additionally touched on the Cybertruck, which Musk confirmed will begin manufacturing this yr, and the corporate’s earnings (clearly), which outperformed Wall Road expectations in income — largely fueled by the corporate’s current value cuts with its automobiles. That did, nonetheless, result in smaller margins, inflicting the inventory to drop barely after the outcomes have been made public.
Should you actually wish to get into it, be at liberty to look at the complete Q2 2023 earnings name under:
Whereas licensing its self-driving know-how might be a future income for Tesla, it’s presently cashing in massive with different automakers who’re adopting the corporate’s NACS (North American Charging Normal) connector and having access to its Supercharger community. Tesla stands to make a fortune as soon as non-Tesla EVs begin to use the community, and the corporate begins to take a reduce of that income.
Simply right now, Nissan grew to become the primary Japanese automaker to undertake the NACS charger and achieve entry to the Supercharger community. Many of the giant automakers in North America, together with Ford and Basic Motors, have already signed on to undertake NACS in future EVS beginning in 2025 and achieve entry to the Supercharger community by way of adapters beginning in 2024. Anybody who’s sticking with CCS appears to be preventing a shedding battle at this level.
Between the community and its software program, the EV market is basically Tesla’s to lose at this level.
