Questions to inspire discussion.
đ Q: How is Teslaâs robo taxi service progressing? A: Teslaâs robo taxi service is already larger than competitors in Austin and the Bay Area, with plans for significant expansion.
Business Model Shifts.
đ Q: How might Teslaâs business model change with autonomy? A: Tesla may shift to manufacturing cars primarily for their own robo taxi service, rather than selling to individual customers.
đ Q: What potential does Tesla see in autonomous semi trucks? A: Tesla believes autonomous semi trucks could unlock trillions in value and shift supply chains from rail to trucking.
đ Q: How is Teslaâs leasing strategy evolving? A: Tesla is focusing more on shorter leases (1â2 years) and inventory car leases, indicating a move towards a leasing and subscription model.