Great point about how Tesla's self-driving data collection benefits from the higher volume and variety of driving that Uber drivers do each week! Tesla would also learn about the most popular routes and route attributes so if they introduced an Uber competitor, they would already have data on millions of Uber trips on which to plan their approach (which cities and routes to target first, # of rides/cars, waiting expectations, etc)
Great article! Definitely agree with your interpretation of Hertz's position; I feel they could also be attempting to increase user experience factor. P2P rental networks like Turo have a relatively streamlined rental process. If Hertz can take advantage of Tesla's connectivity features like "Smart Summon," they could offer superlatively convenient service.
Also, your point about drivers "training their replacements" was interesting. It could be a major talking point when we get to Level 4/5 and how it will change transportation.
Great point about how Tesla's self-driving data collection benefits from the higher volume and variety of driving that Uber drivers do each week! Tesla would also learn about the most popular routes and route attributes so if they introduced an Uber competitor, they would already have data on millions of Uber trips on which to plan their approach (which cities and routes to target first, # of rides/cars, waiting expectations, etc)
Great article! Definitely agree with your interpretation of Hertz's position; I feel they could also be attempting to increase user experience factor. P2P rental networks like Turo have a relatively streamlined rental process. If Hertz can take advantage of Tesla's connectivity features like "Smart Summon," they could offer superlatively convenient service.
Also, your point about drivers "training their replacements" was interesting. It could be a major talking point when we get to Level 4/5 and how it will change transportation.
Great read Gad, thank you!