I had assumed the network would wait until Tesla could offer a driverless Uber service. But the new profiles-in-the-cloud capability suggests that it might launch much earlier based on a Zipcar like model.



In this scenario you could loan your car to anyone with a Tesla profile. They would not need to actually be a Tesla owner, just a driver with a reputation score. You could make your car available to anyone with adequate reputation. They show up at the public parking spot where you left it, unlock it with their cellphone, drive it for an agreed period of time for a $ amount per hour/day/mile and then return it (in great condition or bye-bye reputation).



Let's say the current market for a day's worth of Tesla is >$200. Then you could cover your monthly Tesla lease cost for just a few days' rental. ergo. owning a Tesla becomes FREE. ergo. massive demand for all Tesla models.



Wow... if Tesla launched this next year, it would give them invaluable lead-time to prepare for the full on whammy of the self-driving fleets that will transform our cities. Adam Jonas might get just a little bit excited.



What am I missing?

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