With the model X launch and Autopilot, these are exciting times for both Tesla and TSLA.
I wanted to compile here some new possible business avenues that you may or may not already have heard of:
- selling maps for Autopilots to other automakers.
Tesla is building an essential tool for Autonomous driving: good road maps. No matter which piece of software a carmaker will use, it will need a road map database. This is compatible with any autonomous software.
So in the same way that Tesla can sell Supercharger use to other automaker, he can sell access to its maps. By doing this Tesla keeps the same advantage as sharing the Superchargers: no competition.
- selling the full Autopilot software.
While Google has certainly a great autonomous software they, in my opinion, made a mistake by not using an iterative approach. Tesla step by step approach can give confidence for many automakers to buy a software which is more conventional and will only improve with time.
- a more exclusive Uber competitor
I read a thread on this forum about owners willing to use their model S for Uber X. But if they do so, they loose their guaranty. And the money is not great.
Tesla could easily develop an app, embedded into the car that compete with Uber X. But with the SolarCity approach of providing a full solution. This service will include a special guaranty so a model S owner just have to push a button to start participating. Tesla has less cars on the road but fans will be happy to wait a bit more and pay a bit more. Also Tesla can afford to only take a tiny commission. Why? Because all these drives are like a giant test drive system for future clients. It will boost also the Referral program. Tesla owners will not be mere cab drivers, but salesmen on the road.
And by doing this program, Tesla suddenly make the ownership experience of a Tesla more affordable, as your car can give you back some dollars.
Now imagine the same but with the more taxi-like Model X!
- a full autonomous Tesla taxi network
Not right now but in a few years, Tesla can start a fully autonomous Taxi fleet. Either with its own cars or with a mix of its own cars and owners cars willing to lend their car while they don't need it.
It's just my opinion but Tesla has a great future!