Speaking to what was launched yesterday, pretty sure those are cars owned by Tesla.
The theoretical future of Tesla owners being able to put their cars into robotaxi mode when they're not using them does not exist yet, and may never.
The theoretical future of Tesla owners being able to put their cars into robotaxi mode when they're not using them does not exist yet, and may never.
Leasing cars to Uber drivers has taken off in the last decade. No reason for Tesla to sit on a quickly depreciating asset like a car if they can double dip (initial purchase and Taxi profit share) without having to pay for electricity, depreciation, or maintenance.
A Tesla performing overnight robotaxi service while the owner sleeps is a liability to the owner. The car may be damaged, abused, or vandalized. This may be done by people other than the person who requested the ride. The car can notify the owner, but now the owner has to get there (without their car, because their car is there) to react to whatever is happening, long after it has happened.
The proceeds would have to be absolutely massive for me to put up with that. I don't want to run a one car cab company. Offloading the ride hailing and driving aspects is nice, but what's left for me is not a job I want to do. I don't want to wake up at 3 AM to a biohazard notification from my car.
It's just not a good deal for the owner. They're eating all the negatives you called out and taking on substantial risks.
It might be possible to have a robotaxi fleet that makes enough money to pay for the staff and absorb the risks. Losing one vehicle is not a big deal to a fleet. Losing my vehicle is a huge deal to me.
"Your car is also a robotaxi!" is a gimmick for those who have trouble connecting events over time. There will be those who gleefully shout about every robotaxi revenue deposit they get while ignoring what they spent to get it, like a lottery scratch-off player with a $100 win after weeks of losing tickets.
For fun, I went to Turo's site to see the shortest interval I could rent - looks like 1 hour. Prices are day-based, like rental cars, and thus are pretty expensive vs what you'd expect to pay for a rideshare. They have very different use cases.
The liability questions are clearer for Turo - you are renting the vehicle to someone for a set period of time and they're responsible for the operation and condition of the vehicle while it's in their possession. That looks completely different in the context of a rideshare customer. The customer is not in control of the vehicle. The customer is only accountable for their own actions.
A robotaxi is going to do rideshare-like behaviors. It will be picking people up and dropping them off from popular spots, and doing it often. A rented car from Turo or anywhere else will have different patterns of usage, many of which will look pretty similar to someone just going about their day. This means robotaxis are easier to identify and target.
IMO they don't look much alike at all.
If it's a winning strategy and Tesla can make money from it, Tesla will keep all the profits for themselves.
2. Now owning the assets themselves gives you much better margins and easier access to capital. It's no coincidence that all hotel and fast-food chains use franchising models.
Income potential at the individual level is likely limited. There could be a honeymoon period where early adopters are getting paid for a good number of rides at good prices. That attracts more people to do it, putting more vehicles out there. This leads to each vehicle getting less rides.
There's too many situations that leave me without my vehicle when I need it, either because it's actively delivering someone to their destination across town or it's out of service while being repaired / cleaned / etc.
I am sure a lot of people would try it, but it's a sucker bet for the vehicle owner over time. They get all the risk and much of the cost, but only a part of the revenue.
If you remove the "driving vehicle yourself" component and have it drive itself almost for the entire day, on it's own, while you're busy with your own stuff, how can it become a worse deal?
If I buy a Tesla and put it into robotaxi mode, I am not there. I am not making decisions about how the vehicle should be operated. I am not in control of ride selection. I can't use my car to store personal items, unless I'm OK with the risk that they might be stolen.
There's a huge number of problems that could happen to any robotaxi vehicle. When that vehicle is part of a fleet, it's no big deal to the fleet to lose one vehicle. When the fleet is owned as a unit, the costs of those problems are spread out.
As an individual owning a vehicle that intermittently joins a fleet, the fleet still feels the same way about my vehicle, it's no big deal. But losing my vehicle is a huge deal to me. It is not a class of risk I would want to take on unless the revenue is insanely good, or Tesla finds ways to assume the majority of the risk and minimize the financial and convenience risks I have to take on. Both of those paths substantially impact whether it would be a viable business for Tesla.
The only way to make it a good deal for Tesla is to make it a shitty deal for the vehicle owner, and vice versa.