Tesla(US:TSLA) Benzinga·2025-11-26 07:19Core Viewpoint - Legacy automakers are hesitant to collaborate with Tesla on autonomous driving due to strategic importance, preferring to develop their own EV and autonomous technologies [2][3]. Group 1: Tesla and Legacy Automakers - Investor Gary Black believes that while legacy automakers may allow their EVs to use Tesla's Superchargers, they will not permit Tesla to control their full self-driving capabilities [2]. - Black emphasizes that autonomous driving is too strategically important for any automaker to relinquish to Tesla, despite the possibility of some companies signing agreements for Full Self-Driving (FSD) deployment [3]. - Automakers continue to invest in EVs and autonomous vehicles, even amid profitability concerns, indicating a commitment to developing their own technologies [3]. Group 2: FSD Licensing and European Expansion - Tesla has offered legacy automakers licensing opportunities for its FSD technology, but these offers have been largely rejected or met with proposals deemed ineffective by Tesla [4]. - Tesla is looking to expand its FSD technology in Europe, with the Netherlands Vehicle Authority confirming collaboration on testing procedures, aiming for a rollout by February 2026 [5]. Group 3: Tesla's Market Performance - Tesla experienced a nearly 50% decline in new registrations in the European market in October, contrasting sharply with BYD's over 200% increase in registrations in the same region [6]. - Tesla's performance metrics indicate strong momentum, satisfactory quality and growth, but poor value, with a favorable price trend in the medium and long term [7].