He expects Robotaxi to stay vertically integrated like the rest of Tesla. Demand will exceed supply; the constraint is the march of nines of reliability, not finding riders.
"When you're not using it, you can recall it at will. You can restrict usage to only friends and family or only users who are five star."
"to enable people to share their cars and be able to offer their cars as effectively kind of a Robo Lyft or Robo Uber"
"Tesla will charge a % fee for being in our robotaxi fleet"
"Managing a small fleet of robotaxis will be a career for many & much better than driving a single car."
"it probably will make sense to have the, to enable car sharing in advance of the kind of sort of giant robotaxi fleet because the car sharing can be done before full self driving is approved by regulators."
"I think the upgrading of the fleet to full self driving essentially with an over the software update, I mean, may go down as the biggest asset value increase in history."
"the step change to full self driving. Depending upon how you calculate it is probably worth at least $100,000 per car."
"Suddenly five times higher utility."
"if you're an Uber or Lyft driver, you could be managing, you know, a fleet of 10 cars."
"So you've got basically a 5x increase in asset utilization there"
"you're at 5 to 10% of asset utilization for a car."
"I think it might be the biggest asset value appreciation in history when that thing happens when you can do unsupervised, full self driving."
"Tesla will be operating the fleet. So you can think of like how Tesla, I think it has like some combination of Airbnb and Uber"
"in my view this will be much like elevators."
"that end user can add or subtract their car to the fleet whenever they want."
"But then for the fleet that is owned by our customers, it will be like an Airbnb thing."
"you can think of the giant fleet of Tesla vehicles as like a giant sort of Airbnb equivalent fleet, Airbnb on wheels."
"this is for a customer owned fleet. So you think of that as being a bit like Airbnb"
"there's an important clause we've put in every Tesla purchase, which is that the Tesla vehicles can only be used in the Tesla fleet."
"we do expect to roll out ride hailing in California, Texas next year to the public."
"a passenger car typically has only about 10 hours of utility per week out of 168"
"fleet will be Tesla owned and some of the fleet will be customer owned"
"we expect to be vertically integrated with Robotaxi as we are in the rest of our business"