As of July 2026, no companies have publicly confirmed licensing Tesla's Full Self-Driving (FSD) technology. Extensive searches across news, earnings reports, and statements have yielded zero public announcements or confirmations from any automaker or other company agreeing to, intending to, or proceeding with FSD licensing from Tesla.
While Elon Musk and Tesla repeatedly expressed openness to licensing and mentioned unnamed "early discussions" or "conversations" with one or several major OEMs during 2023 and 2025 earnings calls, no specific companies were ever named by Tesla or the potential counterparties. Furthermore, no joint announcements, press releases, or confirmations from any OEM ever materialized, and rumors or speculation did not result in public deals.
Significantly, by November 2025, Elon Musk explicitly admitted that no major automakers were interested, and he characterized the talks as "pointless or unworkable."