Last earnings call Elon mentioned that Tesla was in talks with a major OEM to potentially license FSD. Based on the adoption of Tesla technology and articles I have read, I think it will be Ford. I saw a video of Jim Farley complaining about the software they use. He talked about how hard it was to do any updates to the software that runs the car. You have to move heaven and earth to make any changes because how the software they use was an amalgamation from different companies, whereas Tesla was developed inhouse. Additionally, Ford was the first to announce their adoption of Tesla's NACS and Elon has given props to Ford saying the only two American OEMs that haven't gone bankrupt were Ford and Tesla.
https://www.theverge.com/2023/7/19/23800972/tesla-fsd-license-car-company-driver-assist
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