You're not totally wrong here. However the same is true of computers - a computer "fleet" makes much more money than the profit on the components, but Intel is

You're not totally wrong here. However the same is true of computers - a computer "fleet" makes much more money than the profit on the components, but Intel is not out there operating AWS-style datacenters. I think there's such a thing as "core competency". It's possible that Musk views Tesla's core competency as building vehicles and vehicle software, not running a logistics-heavy operation like a robot taxi fleet.