> The point is that when it comes online, they will have a huge fleet. This might be correct in a world with full-self-driving, though as others might point ou

> The point is that when it comes online, they will have a huge fleet. This might be correct in a world with full-self-driving, though as others might point out, we're quite far away from that. Waymo is probably closer to full-self-driving than Tesla is [1]. If you're talking about just raw Tesla car ownership, then ride-sharing operations still requires a human being to be sitting in the driver's seat that expects to be fairly compensated, at which point you have the same supply growth problem that Uber/Lyft have. [1] https://www.youtube.com/watch?v=aaOB-ErYq6Y https://www.youtube.com/watch?v=aaOB-ErYq6Y