Tesla CEO Elon Musk says the carmaker’s Robotaxi platform launching later this month will essentially force other companies to licenses full self-driving to achieve their own goals of reaching autonomy.
Musk’s statement comes when a video taken today showed the first Tesla Robotaxi -testing Mules on public streets in Austin, Texas, just one day after the city officially listed the company as an autonomous vehicle operator.
A prediction by investing YouTube and Tesla Community member Dave Lee declared that “at least one car manufacturer at the end of the year” will licenses full self-driving from the musk-led company as it will give rivals the confidence to use the software to run their own self-driving operations.
Lee detailed his theory by stating that the company that chooses to commit to FSD licenses will not be able to integrate hardware and sell these devices immediately. Instead, it will take two years or to solve engineering and design applications.
First Tesla -driverless Robotaxi spotted in nature in Austin, TX
Musk revealed its true thoughts about other car manufacturers’ attempts at vehicle autonomy and said many are told that Robotaxi is not real or that they can solve their problems with hardware orders to Nvidia.
He continued to say that companies will be forced to turn to Tesla at some point because Robotaxi will be widespread and their solutions to find that effective implementation will prove to be failures:
“The car manufacturers are still told that this is not real or that just buying some hardware from Nvidia will solve it. When Tesla -Robotaxis becomes widespread and their other solutions do not work, they will of course approach us.”
The car manufacturers are still told that this is not real or that just buying some hardware from Nvidia will solve it.
As Tesla Robotaxis becomes widespread and their other solutions do not work, they will of course turn to us.
– Elon Musk (@elonmusk) June 10, 2025
Musk has not been shy to respond to speculation about the video of Robotaxi, which was shared on X earlier today. This is perhaps one of the more fiery things he revealed. He seems ultra-self-proof in what Tesla will prove and achieve in the near future with the launch of the Robotaxi platform.
Many people believe it will be rolled out this month. Bloomberg Reported recently that Tesla is aiming to aim for June 12. The company has not directly responded to these rumors.
Tesla has on several occasions discussed that it is in conversations with a car manufacturer about licensing full self -driving, but it has never revealed who. The company first revealed discussions with another car manufacturer at the beginning of 2024 when Elon Musk said:
“We are in conversations with a larger car manufacturer regarding license to FSD. It really just becomes a case of having them to use the same cameras and inference computer and license for our software. Once it becomes clear that if you do not have this (FSD) in a car, no one will have your car. It is a smart car … the people will not understand that all cars will not have to be smart cars or you will not buy it. Once that becomes clear, I am, I think I am not a lop.
Tesla confirms it is in conversations with a larger car manufacturer for potential FSD license
Many, including us, suspected that Ford was the company that Tesla was talking about because of Musk’s relationship with Jim Farley, which resulted in the older car manufacturer being the first large car company to adopt Tesla’s North American charging standard (NACS), giving them access to SuperCharging Network.
This catalyzed an attack of companies that chose to take the same step that Tesla had really separated in terms of charging infrastructure.
Businesses may be forced to make a similar decision if it can make the same type of statement with the roll -out of robotaxia.