On November 18th, in response to rumors of FSD licensing discussions with SAIC, Tesla China responded to reporters, "We have not communicated with any company about this at present." Previously, there were market rumors that Tesla FSD would license SAIC to do Robotaxi after entering China, and it has communicated with SAIC for two rounds.
Tesla CEO Elon Musk said on an earnings call that he will apply for regulatory approval in Europe and China to implement the supervised FSD, which is expected to be approved by the end of this year.