Alright, imagine you're at a party (the internet) and someone brings delicious cake (Tesla's FSD). You really like the cake and tell everyone how good it is. Some people listen to you, others don't know if it's true or not because they haven't tried it yet.

So, another kid at the party (BMW) says "Wow, that cake looks really yummy! Can we buy some too?" Now, the person who brought the cake (Tesla) is thinking maybe they could sell or give some cake to other kids so everyone can enjoy it. But, they haven't agreed on anything yet.

Then, another kid (maybe a friend of BMW) hears about the cake and says "Hey, I'll take some too!" So now, people are really excited because more kids want the cake.

But then, for some reason, you (BMW) go up to the person who brought the cake and say "Oh wait, can we take back what we said? We don't want your cake after all." You start wiping the crumbs off your hands, acting like you never wanted any cake in the first place.

Everyone is confused now. Some people are sad because they really liked the idea of more cake. But others are happy because they still get to try the cake (if Tesla finds another kid who wants it).

The point is, BMW said something nice about Tesla's FSD, but then took it back before anything actually happened. Everyone is just confused and wondering what will happen next with all this cake talk. Read from source...

Based on a review of the text provided, here are some potential criticisms and areas of improvement regarding the narrative:

1. **Inconsistency in BMW's Behavior**: The article mentions that BMW praised Tesla's FSD but later deleted the post without explanation. This sudden change in stance seems inconsistent, and without knowing the reason behind it, readers may question BMW's motives or integrity.

2. **Bias Towards Tesla Bulls**: The quote from Gary Black, a known Tesla bull, is presented as fact without counterarguments. While his perspective is valuable, including a contrary viewpoint could provide balance and make the article more comprehensive.

3. **Lack of Context for Elon Musk's Quote**: The article mentions Elon Musk's statement about being open to licensing FSD without providing the context in which he made that statement. Knowing when he said this and under what circumstances would help readers understand its relevance or sincerity.

4. **Emotional Behavior in the Narrative**: The use of phrases like "hopes among Tesla bulls" and Elon Musk's reaction ("Too bad...") may evoke strong emotional responses from readers but doesn't add substantial analytical value to the story.

5. **Irrational Arguments**: While it's too early to say whether BMW deleting a post means they're not interested in licensing FSD, some arguments based on this action might seem irrational. For instance, stating that analysts will build licensing revs into their TSLA models and price targets based on this event seems like a large leap without more substantial evidence.

6. **Lack of Expert Opinions**: The article primarily relies on social media reactions and past quotes. Including insights from industry experts or analysts could provide deeper insight into the situation.

To improve the story, consider:

- Providing more context and clarity on BMW's deletion of the post.
- Presenting a balanced view by including critical perspectives on Tesla or FSD licensing prospects.
- Exploring expert opinions to provide a well-rounded analysis.
- Maintaining a neutral tone while reporting facts, and saving expressions of hope or disappointment for editorial pieces.

Based on the content of the article:

- BMW had initially praised Tesla's Full Self-Driving (FSD) system but later deleted their post without explanation.
- Investors were hoping this could lead to a licensing deal between BMW and Tesla.
- Tesla has previously expressed willingness to license its FSD technology, with no deals made yet.

The sentiment of the article is predominantly **negative** for two reasons:
1. The deletion of BMW's positive comment about Tesla's FSD implies a potential missed opportunity or dissatisfaction.
2. Despite previous statements from Elon Musk expressing interest in licencing, no concrete agreements have been reached yet.