Tesla analyst Gary Black recently expressed a pessimistic outlook on the future of Tesla’s robotaxi fleet. In a post on X, Black raised the question of how many Tesla owners would actually opt to enroll their vehicles in the company’s robotaxi fleet. He predicted that less than 50% of Tesla owners would be willing to participate, citing concerns about lending their cars to strangers as a major deterrent.
Black’s concerns are understandable, as the idea of allowing strangers to use one’s personal vehicle can be unsettling for many people. However, Tesla CEO Elon Musk has likened the company’s robotaxi fleet to a combination of Uber and AirBnB, suggesting that there may be ways to address these concerns.
One key point to consider is that Tesla plans to independently add vehicles to the robotaxi fleet, separate from individual car owners. This means that even if less than 50% of Tesla owners choose to participate initially, there should still be a sufficient number of vehicles in the fleet to meet customer demand. Additionally, some Tesla owners have indicated that they would be more comfortable enrolling a secondary car in the fleet rather than their primary vehicle.
Overall, while Gary Black’s concerns about Tesla owners’ willingness to join the robotaxi fleet are valid, it seems that there are potential solutions in place to ensure the success of the program. With Tesla’s innovative approach and commitment to expanding its autonomous driving capabilities, the future of the robotaxi fleet remains promising.
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