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TSLABEARISHFLIPPEDMOTLEY FOOL MONEY · BULLISH IN SEPTEMBER → BEARISH IN SEPTEMBER

Tesla's FSD licensing thesis not playing out

The case was made that Tesla's original full self-driving (FSD) licensing thesis from five years ago has failed to materialize, with no other automakers showing interest.

MOTLEY FOOL MONEY CHANGED ITS VIEW

BULLISH FOR 0 DAYS, THEN THE TURN
THEN4 SEP · BULLISHA counterpoint argued that Tesla's ultimate advantage lies in consumer psychology and brand 'vibe,' which could drive preference for its CyberCab over competitors.NOW4 SEP · BEARISHThe case was made that Tesla's original full self-driving (FSD) licensing thesis from five years ago has failed to materialize, with no other automakers showing interest.

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