I'm not sure that you're supporting the point you tried to make above.
On the one hand, you challenge Tesla enthusiasts (your apparent opponents) by strongly implying that "OEMs" would actively flock to purchase or license FSD from Tesla if they thought it worked.
On the other hand, you simply dismiss that they don't flock to license Tesla's inarguably industry-leading drivetrain architecture, because "they are all mostly creating their own".
So then which is it? In one arena Tesla's competitors are the rbiters of goodness in ADAS, evidenced by whether or not they beg Tesla for their IP - in the other, it means nothing if they don't.
Basically what I said boils down to this.
When someone is asking for money to buy something, they go to a person they know has money.
When someone isn't asking for money to buy something, they use their own money.
OEMs are not asking for drivetrain, they are developing their own.
OEMs on the otherhand are asking for ADAS/AV tech.
Does that make sense? I should also add that Lucid (Sapphire) is THE industry-leading drivetrain architecture and they have been trying to license it to anyone and no one is calling. Why? Because everyone is doing it themselves.
I would also point out that you've been quite ready to accept optimistic projections of advanced ADAS availability from Geely/Mobileye (Zeekr) and iiRC Hyundai et. al. Why then do you think major worldwide oems aren't flocking en masse to any of those? ( hint, just maybe it's more complicated than your projection of Tesla bad, rest of Industry good)
I have called out alot of AV/ADAS companies for missed deadline, poor performance, etc. Check my post here for BMW.
Also I recently started calling out Mobileye for their current failure/delays to launch full highway & city supervision in china on the Zeekr on Reddit.
I do alot of calling out. Maybe not on this forum, but on reddit.
However, OEMs are still going to Mobileye. Polestar another brand of Geely is using supervision, Volvo might also be next.
VW's Audi/Porsche will also be using Mobileye supervision for 2026 cars which will be announced either end of 2023 or 2024.
Vinfast is also going Mobileye supervision.
Mercedes went to Nvidia.
BMW went to Bosch.
GM is doing inhouse (Ultra Cruise) with help from Cruise ofcourse.
Ford is apparently going in-house for consumer cars, but still unclear what they are aiming for.
There are still a number of OEMs that haven't made a decision yet/finalized their contractual agreements.
In China, OEMs that are looking for help are going to Huawei.
Why is anyone not calling up Tesla? Why isn't Elon tweeting about licensing?
On the contrary, Tesla actually does develop and make its own batteries, as well as buy them and manufacture them in close partnership with other major suppliers. They are involved in various models of verticality as well as procurement across the spectrum. This makes eminent sense because of their enormous and rapidly growing requirements in an area that has not at all settled out regarding technology and nanufacturing scale. You should be very careful in dismissing Tesla when it comes to battery technology, manufacturing, economics and growth.
I disagree but I'm not gonna dwell on this in particular.
My main point is, ARKINVEST for example just released updated financial presentation saying Tesla will be making hundreds of billions of dollars from FSD overnight. Why wouldn't other companies want to get in on this and also make billions from providing Tesla's FSD?