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Tesla Inside Licensing Scenario
Hyperchange could license the batteries and the skateboard platforms for $6,000 to 8,000 per car. Hyperchange suggests that they could license the functional self-driving car technology for $40,000 per car.
Nextbigfuture believes a functional self-driving car technology license would only be that high for self-driving commercial trucks and robotaxis.
Elon Musk does seem to be interacting a great deal with the CEO of Fiat and Volkswagen.
Volkswagen has talked about spending €60 billion from 2020 to 2024 to electrify its fleet of cars. VW said it would aim to sell 26 million all-electric vehicles by 2029 and around 6 million hybrid vehicles. VW said it hopes that the shift towards electric will help hit new EU targets for CO2 emissions.
A joint venture with Tesla would greatly simplify and de-risk the transition for Volkswagen. Volkswagen could just ramp up with 20 Tesla licensed gigafactories over five years and teach 10 million cars and trucks per year by 2025.
If Tesla was inside 50 million cars and trucks every year at $6,000 per car for the batteries and drives this would be $300 billion per year. If Tesla was inside 50 million cars and trucks per year at $15,000 per car for the skateboard and full self-driving system then this would be $750 billion per year.