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BMW Calls Tesla FSD 'Very Impressive,' Gary Black Says Automakers Will Eventually License It: 'One Deal Will Cause Others To Follow'

BMW Calls Tesla FSD 'Very Impressive,' Gary Black Says Automakers Will Eventually License It: 'One Deal Will Cause Others To Follow'

寶馬稱特斯拉FSD'非常令人印象深刻',加里·布萊克表示汽車製造商最終將授權它:「一筆交易將導致其他公司跟隨。」
Benzinga ·  2024/12/11 15:51

German automaker BMW (OTC:BMWYY) on Tuesday applauded American EV giant Tesla Inc.'s (NASDAQ:TSLA) full self-driving (FSD) driver assistance software's latest version, terming it "very impressive."

德國汽車製造商寶馬(場外交易代碼:BMWYY)週二對美國電動汽車巨頭特斯拉公司表示讚賞。”s(納斯達克股票代碼:TSLA)的全自動駕駛(FSD)駕駛輔助軟件的最新版本,稱其爲 「非常令人印象深刻」。

What Happened: BMW was responding to a video of a Tesla owner navigating through streets without their hands on the wheel using version 13 of the company's FSD software.

發生了什麼:寶馬正在回應一段視頻,該視頻講述了一名特斯拉車主使用該公司FSD軟件第13版在沒有雙手開方向盤的情況下在街上行駛。

"Wery impressive," BMW wrote on social media platform X.

寶馬在社交媒體平台X上寫道:「非常令人印象深刻。」

very impressive

— BMW (@BMW) December 10, 2024

令人印象深刻

— 寶馬 (@BMW) 2024 年 12 月 10 日

Tesla responded to the comment with a cheeky "Hi BMW" and a grinning emoji.

特斯拉用厚臉皮的 「嗨寶馬」 和露齒笑的表情符號回應了這一評論。

Hi @BMW

— Tesla (@Tesla) December 10, 2024

嗨 @BMW

— 特斯拉 (@Tesla) 2024 年 12 月 10 日

The comment has raised hopes among Tesla bulls that the company could eventually license the technology for their vehicles.

該評論激發了特斯拉多頭的希望,即該公司最終可以爲其汽車許可該技術。

"At some point $TSLA will sign an FSD licensing deal with another auto mnfr (manufacturer) who hasn't developed an autonomous driving package to their liking. One deal will cause others to follow and then analysts will build licensing revs into their TSLA models and price targets. No one knows when the first one will hit, but there is at least one incoming," Gary Black, Managing Partner at The Future Fund, said on Tuesday.

「在某個時候,$TSLA將與另一家尚未開發出自己喜歡的自動駕駛套件的汽車製造企業(製造商)簽署FSD許可協議。一項協議將促使其他人效仿,然後分析師將在其TSLA模式和價格目標中納入許可條款。沒有人知道第一筆資金何時會到來,但至少有一個即將到來。」 未來基金管理合夥人加里·布萊克週二表示。

Black, however, added that he wouldn't be accounting for a potential licensing deal while determining his price target for Tesla.

但是,布萊克補充說,在確定特斯拉的目標股價時,他不會考慮潛在的許可協議。

"There has to be real meat behind it or we don't count it," Black said. The analyst has a 6-12 month price target of $380 on Tesla.

布萊克說:「它背後必須有真正的肉,否則我們不算在內。」該分析師將特斯拉的6至12個月目標股價定爲380美元。

At some point $TSLA will sign an FSD licensing deal with another auto mnfr who hasn't developed an autonomous driving package to their liking. One deal will cause others to follow and then analysts will build licensing revs into their TSLA models and price targets. No one knows...

— Gary Black (@garyblack00) December 10, 2024

在某個時候,$TSLA將與另一家尚未開發出自己喜歡的自動駕駛套餐的汽車製造商簽署FSD許可協議。一項協議將促使其他人效仿,然後分析師將在其TSLA模式和價格目標中納入許可條款。沒人知道...

— 加里·布萊克 (@garyblack00) 2024 年 12 月 10 日

Why It Matters: Tesla CEO Elon Musk said earlier this year that the company would be "happy" to license its full self-driving (FSD) technology to other car companies.

爲何重要:特斯拉首席執行官埃隆·馬斯克今年早些時候表示,該公司將 「樂意」 將其全自動駕駛(FSD)技術許可給其他汽車公司。

However, in January, the company said that it had not entered into a single FSD licensing agreement.

但是,該公司在1月份表示尚未簽訂任何FSD許可協議。

Though the company had some tentative conversations, no agreement was entered into. "I think they (rival automakers) don't believe it's real quite yet," Musk then said."I do want to emphasize that if I were CEO of another car company, I would definitely be calling Tesla and asking to license Tesla's full self-driving technology."

儘管該公司進行了一些初步的對話,但沒有達成任何協議。「我認爲他們(競爭對手的汽車製造商)還不相信這是真的,」 馬斯克接着說。”我確實想強調的是,如果我是另一家汽車公司的首席執行官,我一定會打電話給特斯拉,要求對特斯拉的全自動駕駛技術進行許可。”

Check out more of Benzinga's Future Of Mobility coverage by following this link.

點擊此鏈接,查看Benzinga對未來交通的更多報道。

  • GM's Cruise Exit Draws Sharp Reaction From Co-Founder Kyle Vogt: Tesla CEO Elon Musk Says Autonomous Driving Is A 'Very Hard Problem'
  • 通用汽車的Cruise退出引起了聯合創始人凱爾·沃格特的強烈反應:特斯拉首席執行官埃隆·馬斯克說自動駕駛是一個 「非常困難的問題」

Photo courtesy: Shutterstock

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