Summary
- Tesla analyst Gary Black doubts that more than 50% of Tesla owners will enroll their vehicles in the robotaxi fleet
- Owners may be uncomfortable lending their personal cars to strangers
- Elon Musk compared the robotaxi fleet to a combination of Uber and AirBnB
- Tesla plans to add vehicles to the fleet independently from individual car owners
- Some Tesla owners may consider enrolling a secondary car rather than their personal vehicle
Article
Tesla analyst Gary Black shared a pessimistic view of Tesla’s robotaxi fleet, questioning how many Tesla owners would enroll their vehicles in the program. He predicts that less than 50% of owners will join due to concerns about lending their cars to strangers. However, Elon Musk has compared the fleet to a combination of Uber and AirBnB, indicating that Tesla will add vehicles independently to accommodate customers.
Black also raised the question of how many Tesla owners would accept payouts for deploying their cars in the robotaxi network. He calculated that an owner could make $40,000 per year by renting their vehicle to move people and luggage around. Despite this potential income, the reluctance of owners to participate remains a key issue that could impact the success of Tesla’s robotaxi fleet.
Elon Musk’s plan to independently add vehicles to the robotaxi fleet may help mitigate the potential issue of low owner participation. Even if less than half of Tesla owners join initially, there should be enough vehicles to meet customer demand. Some owners have suggested that they would be more willing to enroll a secondary car in the fleet rather than their primary vehicle, which could help boost participation rates.
While Black’s concerns about owner participation in Tesla’s robotaxi fleet are valid, it may not be a significant obstacle for the company. Tesla has the advantage of being able to add vehicles to the fleet independently, reducing reliance on individual owners. As the company continues to expand and refine its autonomous driving technology, the success of the robotaxi fleet may ultimately depend more on factors such as customer demand and regulatory approval.
Tesla enthusiasts and analysts are closely watching the development of the robotaxi fleet and its potential impact on the company’s future. The feedback and insights of Tesla owners and industry experts will be valuable in shaping the future of autonomous driving and transportation. If you have any tips or feedback on the robotaxi fleet, you can contact the Teslarati team via email or social media.
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