Tesla 's plan to share its full self-driving capabilities with original equipment manufacturers has Wall Street analysts talking. TSLA 1D mountain Tesla shares fall after second-quarter earnings The comments from Musk came after Tesla topped second-quarter earnings expectations but showed margin weakness due to recent price cuts. Despite these near-term margin concerns , Morgan Stanley's Adam Jonas highlighted the FSD commentary as his biggest takeaway from the call. He did, however, stress some logistical concerns, including whether Tesla would need "greater involvement" in full software system of its peers. "A potential licensing of FSD would represent an important change of scope in how investors measure the TAM for Tesla."

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Persons: Tesla, Elon Musk, we're, Musk, Morgan Stanley's Adam Jonas, Jonas, Goldman Sachs, Mark Delaney, Evercore ISI's Chris McNally, Canaccord, George Gianarikas, — CNBC's Michael Bloom Organizations: Wall, TAM, Tesla