Last year I said this would be a great outcome for Tesla and (IIRC) got buried in disagrees.
I've had the same experience here. Tesla cannot manufacture enough EVs quickly enough on their own to achieve their objective. The technology needs to be licensed to other OEMs.
I'm still skeptical about this licensing happening in the near term. The only way I see this making sense for Tesla, TSLA, and Tesla's mission is if Tesla has more batteries/powertrains than it can use itself.
With Tesla's current product line-up, I think vehicle demand outpaces today's supply by at least a couple of million vehicles. Looking at how quickly factories are going up, I also highly doubt that vehicle manufacturing is going to be that much of a bottleneck.
So in spite of Elon's tweet, I still don't see it happening in the near term. Elon being open to the idea doesn't mean it makes sense for Tesla to do this during the next couple of years.
And we haven't even talked about stationary storage yet. Tesla is currently at least partially reliant on outside suppliers for its batteries. I don't see why Tesla would sell its own cutting-edge batteries as long as its still buying batteries from the likes of CATL and LG Chem.
Maybe in the 2025-2030 time frame give or take a few years, but not in the next 2-3 years.
Autopilot is another story altogether and makes total sense. Not that Tesla needs more of a lead on the autonomy front (it's already Game, Set & Match), but every car manufacturer that signs up for Tesla Autopilot ensures even further than nobody will be able to compete with Tesla in the autonomy space. No reason for Tesla to say no to extra money in the form of licensing fees, and extra data in the form of miles driven by customers of the competition.