The pilot programs we see now are sort of a month-to-month lease and include maintenance and periodic vehicle swaps from a pool, much like you can often swap yo

The pilot programs we see now are sort of a month-to-month lease and include maintenance and periodic vehicle swaps from a pool, much like you can often swap your short-term rental in the midst of a contract. That might appeal to the type of driver who doesn't keep their car in immaculate condition for the duration of their lease or ownership. I would expect to see market segmentation not only by model but by average car age and care standards, so the fleet operator can potentially demote cars from one tier to another to get more service life out of them. I imagine you will see budget subscriptions that are more likely drawing from a pool of 3-6 year old cars and more premium subscriptions that are drawing from a pool of almost new cars, as well as potential tiers in between.