No, it's for robotaxi. They have always said robotaxi is why you can't buy out the 3/Y.My best guess is that Tesla does not have enough resale data to determine accurate residual % for the 3 and Y. The 3 is probably closer to hitting the lease-to-buy option since it's been on the road a few years already.
If they estimate residual too low at start of lease - they lose money.
If they estimate too high - they lose money.
I'm not capping on Tesla at the moment (though I do quite a bit...) but resale on my older S is horrible.
I understand that the quick pace of product improvement has a lot to do with that.
So keep that in mind as far as long-term ownership decisions.
The S and X have more of a track record of course.