Would you use your Tesla for Uber?
How Tesla wants to drive Lyft and Uber to the cart
Tesla plans to operate a ride sharing service from next year. Every Tesla owner can register their car there - according to Tesla boss Elon Musk, which will soon be completely driverless - and put it into the service of the Tesla ride sharing service. The car becomes an investment with increasing value.
As always, when Elon Musk brings the future into the present, there is disbelief. This was also the case at the beginning of the week, after the entrepreneur (Tesla, Space X) had declared that Tesla would in future be launching a driving service based on driverless and thus fully autonomous Tesla vehicles and that these robo-taxis would already be available at the end of next year, albeit at the end of the coming year regionally very limited, would start their service.
Owners of appropriately equipped Tesla vehicles could then activate their car for the driver service via an app and deactivate it again if they wanted to use their car themselves. As operator of the platform that brings cars and driving customers together, Tesla will receive a commission of 25 to 30% of the fare.
Any of the newer Tesla vehicles could serve as a robo-taxi; they only needed a corresponding remote-controlled update. A Tesla, according to Musk, is then an investment whose value increases and does not decrease, as is normally the case with a car: the car becomes an investment. The net present value of a Tesla, that is, the value the car has today if all future income and expenses are factored in and discounted, would be $ 200,000.
In the run-up to the quarterly figures expected for Wednesday, Musk probably only wanted to distract from forecast poor sales figures, many critics said on Tuesday. Musk was also accused of imitating the often criticized "fleet strategy" of the established car manufacturers: When sales figures at Ford or GM began to falter, the car manufacturers tried to sell more cars to operators of large vehicle fleets such as rental companies on favorable terms. And it remains to be seen whether the technology will actually be ready in the coming year.
That may be all, but one thing is becoming increasingly clear: the transport services Lyft and Uber, which is expected to go public in the near future, have to reckon with Tesla as a serious competitor. And that would only be the beginning: If driverless robo-taxis become a reality, the biggest market entry barrier for ride-sharing services - the driver - will disappear, and Lyft and Uber would have to completely reposition themselves.
You can follow New York business correspondent Christiane Hanna Henkel on Twitter, Linkedin and Facebook.
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