I started thinking about Robotaxi fleets and wondering about Tesla's role. It seems Tesla will need to either partner with someone or develop their own back end system to run a fleet of taxis. Think charging and cleaning as well as ride hailing and managing customers. This is a lot more than Turo. So, if Tesla has an entire system set up in City X, why would they sell robotaxis to private individuals to use said system? If they are the only supplier of cars and the back end systems, why not simply keep all the business to themselves by not selling robotaxis to anyone else? As if Avis only rented cars they built, and the only place you could ride in those cars was Avis. Why sell to competitors?
Thanks for subscribing and for your question about Tesla's Robotaxi strategy! I think Tesla might opt to sell Robotaxis to private individuals to rapidly scale its network through the network effect, gather more data for improving autonomous driving tech, avoid potential anti-competitive regulatory issues, and diversify income through vehicle sales, ride fees, and subscriptions. By doing so, Tesla not only expands its market but also positions itself as a tech provider rather than just a service operator, leveraging customer engagement and possibly forming strategic partnerships for operations like cleaning and maintenance, all while maintaining control over its proprietary technology and infrastructure.
Hoping 2025 will be profitable for all of us shareholders 🤞... Merry Christmas everyone.🎄
Thank you. Happy Holidays
Bitter sweet. If it goes up we gain. If it goes down we can load some more. Personally i wish for the second! :P
@@lucadellasciucca967 ME 2
@@FSDRoboRides Let us pray! xD
I started thinking about Robotaxi fleets and wondering about Tesla's role. It seems Tesla will need to either partner with someone or develop their own back end system to run a fleet of taxis. Think charging and cleaning as well as ride hailing and managing customers. This is a lot more than Turo. So, if Tesla has an entire system set up in City X, why would they sell robotaxis to private individuals to use said system? If they are the only supplier of cars and the back end systems, why not simply keep all the business to themselves by not selling robotaxis to anyone else? As if Avis only rented cars they built, and the only place you could ride in those cars was Avis. Why sell to competitors?
Thanks for subscribing and for your question about Tesla's Robotaxi strategy! I think Tesla might opt to sell Robotaxis to private individuals to rapidly scale its network through the network effect, gather more data for improving autonomous driving tech, avoid potential anti-competitive regulatory issues, and diversify income through vehicle sales, ride fees, and subscriptions. By doing so, Tesla not only expands its market but also positions itself as a tech provider rather than just a service operator, leveraging customer engagement and possibly forming strategic partnerships for operations like cleaning and maintenance, all while maintaining control over its proprietary technology and infrastructure.
Do your research, invest in Tesla.
💯