Just a quick one to see your take on the future of mobility in general and Tesla's offering in particular.
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They’ll have to entice me with a reasonably cheap FSD. $7K is a lot of miles at 18 cents.
If we assume for a moment this evolution in mobility is inevitable, I'm sure creative solutions will be found by the insurance underwriters and the regulators. You just need a market that is creative enough. I'd keep an eye on Norway and China if a U.S. jurisdiction can't solve this first.
Interestingly enough Elon didn't seem interested in addressing this when asked about how will Tesla introduce this to municipal regulators similar to what others are doing in the same space (basically dismissing geofencing and map driven solutions).
‘Creative insurance solution’ at fleet level is to self-insure. This is it. You just accept the liability, pay no premiums. You don’t even need to assess risks, as you are not required to price the insurance for itself.
Then it won't be good enough to entice users to join. As a potential user sharing one of my personal use cars, I want Tesla to give me a solution that removes any insurance-related doubts from my mind. Will my insurance company allow me to use my car on the Tesla Network? Will they raise my rates, as they might if I'm an Uber/Lyft driver?
Provide a simple, attractive, low-cost insurance option that covers both personal and Network use, and make it available to users who share on the Network. If it's done as a not-for-profit benefit to users of Tesla Network, it might incentivize more use of the Network. Or perhaps the more you share, the less you pay for insurance.
Like I said, Tesla will cover insurance costs, possibly via self-insuring. They will have to act as primary insurance. I don’t see why your insurance company will disagree in that case, as it will reduce their exposure to possible claims, most likely.
I think there is a fundamental problem (economical) in letting private users join the Tesla Network. You can do this either Uber way (screw drivers, in this case - owners, by shifting as much as possible in liabilities to the owner but taking fixed revenue cut), or by taking on the liabilities (insurance, etc.) and optimizing the costs. Why would you want private cars, instead of owning them (by Tesla)? Having control means you can operate more efficiently.
Tesla, I assume, understands that (their leasing offer indicates that fact; but they just want to buy their own cars cheaper in 3 years, shifting major depreciation expense to the lease holders).
In other words, I think the only reason Tesla is really saying that you will be able to earn money from Tesla network is to raise demand NOW, by setting this expectation. But obviously only corporations will earn real money from robotaxis.
You misunderstand Teslas purpose.
They want as many EVs on the road replacing gas cars as possible.
That's more important than running the most cost-efficient taxi system possible.
The way toward that goal involves getting as many EVs as possible replacing as many ICE miles as possible- that would requiring including privately owned EVs to participate.
Why would Tesla only allow to operate Tesla Network on its own instead of selling EVs to Uber, Lyft, etc? They are forced to use ICE and generate a lot of ICE miles, instead of buying Teslas.