- Faraday Future stated it is ready to fully integrate with Tesla’s Supercharger network and adopt Full Self-Driving (FSD) technology in its vehicles.
- New data indicates rapid growth in FSD miles driven, increasing pressure on traditional automakers to keep pace with Tesla’s progress in autonomous vehicles.
- Analysts say Tesla must prove its robotaxis can operate without safety drivers and demonstrate the real-world utility of the Optimus robot.
YT Jia, CEO of Faraday Future, announced on Wednesday that his company is prepared to fully integrate its vehicles with Tesla’s Supercharger network and adopt Tesla’s Full Self-Driving (FSD) system across its lineup. The statement, shared in a post on X, called for industry-wide collaboration and emphasized a belief in technology-driven change and long-term thinking. “While traditional automakers hesitate over whether they should ‘open up,’ our position is clear. FF and Tesla operate on the same beliefs and principles, technology-driven thinking, and long-termism. FSD’s industry-leading position deserves respect — it should become a universal language that pushes the entire mobility sector forward,” Jia wrote, inviting Tesla CEO Elon Musk to discuss potential cooperation.
According to Faraday Future, both their FF and FX models have confirmed compatibility with Tesla’s charging network. Jia also described autonomous driving as a goal for all of humanity and not just commercial competition.
The announcement comes as recent data highlights the widening lead Tesla holds over legacy auto manufacturers on autonomous driving. Research from Melius found that Tesla’s FSD software has now logged over 6.5 million miles driven, intensifying scrutiny of industry competitors. Analyst Rob Wertheimer described the new version of FSD as potentially transformative, suggesting significant market value could move to Tesla within five years. Wertheimer also emphasized that real-world data puts traditional automakers at risk of obsolescence.
Tesla CEO Elon Musk, in response to the research findings, stated in a post that he has offered to license their technology to other automakers, but there has been little interest and only slow-moving discussions.
Gary Black, Managing Partner at Future Fund, commented that established automakers are unlikely to allow Tesla to control their FSD systems, even if they use the Supercharger network. He stated that electric vehicles and unsupervised autonomy are “table stakes” for remaining competitive. Black added that Tesla must show its robotaxis can run with no safety driver at a high efficacy rate, and also needs to prove its Optimus humanoid robot provides real-world savings, improves quality, and can scale in production.
Meanwhile, market sentiment remains mostly positive for both Faraday Future and Tesla among retail investors, even though Tesla’s stock has risen by 6% in 2025, while Faraday Future shares are down 51% for the year.
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