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Potential Partnership between Tesla and Ford: Latest News and Prospects

Tesla Stock Price Fluctuations

• Tesla's recent stock price has been on a continuous decline.
• It has recorded consecutive drops of -5%, -3%, and -1.6% recently, and high volatility is expected in the short term.
• It rose 86.56% over six months but has fallen -7.31% from January 1, 2025, to the present.
• Some investors regret not selling when Tesla hit a high of $488.

Long-Term Investment Strategy

• Stock price prediction is not easy, and it is important to approach it from a long-term perspective rather than short-term trading.
• The Tesla news channel guides long-term investors, emphasizing the importance of a strategy that does not waver in volatility.

Ford's Q4 Performance and Electric Vehicle Business Issues

• Ford's Q4 performance was more positive than Wall Street's expectations.
  • Increased revenue in the automotive sector
  • Excellent performance in the commercial vehicle sector (Ford Pro)
• However, severe losses occurred in the electric vehicle business.
  • Q4 electric vehicle margin recorded -98.1%.
  • Total operating loss for the entire electric vehicle business in 2024 is expected to be -$5.1 billion.
  • Estimated loss of approximately $48,000 per electric vehicle.

Ford's Response Strategy and Autonomous Driving Technology

• Ford is developing Level 3 and Level 4 technologies to enhance autonomous driving technology.
• Currently providing 'BlueCruise' (Level 2), a paid service of $65 per month ($650 per year).
• It is considering its own technology development and external partnerships to develop Level 4.
• Ford's CEO announced that they are actively considering the possibility of a partnership.

Possibility of Collaboration between Tesla and Ford

• Ford is reviewing two options: Waymo (LiDAR-based) vs Tesla (FSD-based).
• Waymo is expected to have difficulties in mass production due to high vehicle prices (over $100,000).
• On the other hand, Tesla's FSD (Full Self-Driving) has a high possibility of mass production.
• Doug Field, who is reviewing autonomous driving technology at Ford, has experience working at Tesla and Apple → Familiar with Tesla's technology.

FSD License and Tesla's Position

• Elon Musk mentioned in the earnings call that "other companies are also showing interest in the FSD license."
• However, the company to receive the FSD license will be limited to "companies capable of mass production."
• Ford has a high possibility of cooperating with Tesla in that it was the first to declare the adoption of the North American Charging Standard (NACS).

Expected Announcement Timing

• Tesla is scheduled to launch Robotaxi in Texas in June 2025.
• An announcement regarding the FSD license is highly likely to follow, with major announcements expected in the second half of 2025 (June to December).
• It is expected that if Tesla completes FSD, other automotive companies will belatedly consider introducing FSD.

Conclusion and Outlook

• Ford is considering a partnership to advance autonomous driving technology, and collaboration with Tesla is a strong option.
• Tesla is expected to make a major announcement regarding the FSD license in the second half of 2025.
• In the future, collaboration between Tesla and Ford is expected to be an important inflection point in the electric vehicle and autonomous driving technology market.

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< **Summary** >
Tesla's stock price has recently been declining, showing high volatility. Ford's Q4 performance was strong, but it recorded significant losses in the electric vehicle business. Accordingly, Ford is considering Level 4 development and partnerships to strengthen autonomous driving technology. Tesla's FSD appears to be a more likely option than Waymo, and Tesla is highly likely to announce the FSD license in the second half of 2025.

[More…]
📌 Latest Tesla FSD Development News
📌 Analysis of Ford's Electric Vehicle Business Crisis

*YouTube Source: [오늘의 테슬라 뉴스]

– 테슬라 첫 FSD 라이센스, 포드와 계약하나? 포드 CEO FSD 결정이 임박했다! 테슬라 FSD 를 선택할수 밖에 없는 이유? 정확한 발표일자는 언제일까?