I know SB was trying to license the rights for Ford to use the patented technology on the assembly line. I have not spoken to him in over a month, but when we did speak he said Ford and BMW were still on the table,and that they were "vetting the tech down to the core."
Jenkins visit (I believe SB was with him) to Detroit IMO was for Ford. He would not have tweeted a regular dealership visit (only purchases would earn that honor).
IMO private label is either for AAA or a big box store.
Regardless, we're getting close to the big prize(s).