Elon Musk says Tesla might make extra code accessible to different automakers

Elon Musk steered Thursday throughout a Twitter Areas with Ford CEO Jim Farley that Tesla may open up a few of its automotive working system code to different automotive producers.

“In the identical approach that Android may be helpful to the telephone trade as sort of a typical normal, like we may doubtlessly open up extra code,” Musk mentioned. If Tesla takes that leap, it should compete with Google, which has developed a automotive working system based mostly on Android, and Apple.

Musk responded to Farley’s remark that making a “absolutely software-updatable car” is “tremendous arduous.” The billionaire government mentioned Tesla can be blissful to be “useful on the software program entrance.”

Musk made the remark throughout a Twitter Areas used to announce a milestone deal between Tesla and Ford. Below the deal introduced Thursday, Ford’s EV clients will get entry to the Tesla Supercharging community within the USA and Canada. Extra importantly, Ford agreed to incorporate Tesla’s charging port in its second-generation EVs, which embody a truck and three-row SUV, beginning in 2025.

Musk usually spouts concepts for Tesla at reside occasions, a few of which come to fruition and a few that don’t. If Tesla tried to market its over-the-air software program replace for different autos, it will put the automaker in direct competitors with Google and Apple.

Google affords automotive producers Android Automotive working system, which is modeled after the open supply cell working system operating on Linux and tailored to be used in automobiles. Apple additionally jumped into the OS sport final June when it was introduced that’s it Subsequent-generation CarPlay is meant to energy your entire instrument panel of a car. Each tech firms additionally provide a middleware product known as Apple CarPlay and Android Auto that connects a consumer’s telephone to a automotive’s infotainment system.

Provide chain partnerships

Musk and Farley additionally hinted Thursday at different potential collaborations sooner or later, together with within the provide chain.

Ford’s CEO questioned Musk about Tesla’s new Corpus Christi lithium refinery. Ford has not too long ago closed a collection of offersadditionally with Albemarle and SQM, to make sure the automaker has entry to lithium.

Musk repeated earlier woes that there aren’t sufficient entrepreneurs within the US concerned in mining and processing uncooked supplies, and that he wished Tesla didn’t have to choose up the slack. He mentioned the corporate has a nickel-based cathode refinery in Austin and may additionally have to become involved in anodes manufacturing, however “hopefully not.”

Musk famous that there will probably be an enormous marketplace for artificial graphite (graphite is the primary materials in most lithium ion anodes).

The 2 CEOs have however remained pleasant at occasions compete against each other. Musk has praised the automaker prior to now, declaring on a number of events that solely Tesla and Ford have finished so avoid bankruptcy.

Ford, like different older automakers, remains to be aiming to dethrone Tesla because the No. 1 vendor of electrical automobiles in america. Ford nonetheless has a method to go.

In 2022, Ford offered 61,575 EVs within the U.S. Tesla offered 1.3 million EVs worldwide. The corporate doesn’t divide gross sales by nation. For the previous two years, Ford mentioned it about $3 billion misplaced on its EV and digital providers enterprise, a unit now often known as Mannequin e. The corporate doesn’t count on the Mannequin e to be worthwhile till late 2026 with an working revenue margin of 8%. Nevertheless, Ford’s conventional gas-powered engine items had been worthwhile sufficient to offset these losses.

By way of manufacturing, Ford is concentrating on 600,000 EV items by the top of 2023 and a couple of million by the top of 2026.

Tesla mentioned it goals to realize a 50% compound annual development charge by 2023, which ought to see the automaker produce 1.8 million automobiles.