Episode 203 | Exploring Tesla’s Potential Entry Into the Rideshare Market with The Rideshare Guy

Harry Campbell aka The Rideshare Guy joined Grayson Brulte on The Road to Autonomy podcast to discuss the potential of Tesla entering the rideshare market both with human driven vehicles and autonomous vehicles. 

In a wide-ranging discussion, Grayson and Harry touch on several key topics surrounding Tesla’s potential entry into the rideshare market and how those moves could affect the overall market. As Tesla explores potentially entering the market, the company’s brand appeal and the millions of vehicles already on the road give them a potential edge, especially once Tesla achieves full self-driving (FSD).

Throughout the episode, Grayson and Harry provide insightful analysis and predictions about the future of the rideshare industry, highlighting the technological advancements and strategic decisions that will shape its evolution.

Looking ahead, Harry sees two major factors shaping rideshare’s future outside of Tesla: the rollout of robotaxis, and a new generation forgoing car ownership and relying more heavily on Uber and micro-mobility options such as e-bikes. Despite challenges such as rising insurance costs, he remains optimistic about the industry’s prospects as personal car ownership potentially declines.

Recorded on Tuesday, May 14, 2024

Episode Chapters

0:00 Tesla Rideshare Market

2:32 FSD 12

6:44 The Hybrid Network (Human Driven Vehicles and Robotaxis)

13:51 Rising Insurance Premiums 

19:15 Tesla Ridehail Network

33:45 Economics of the Uber Platform

37:02 What if Tesla Bought Lyft?

43:06 Tesla Subscription Service

47:14 Future of Rideshare

--------

About The Road to Autonomy

The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.