Heh - your dream scenario is my nightmare scenario, as a TSLA shareholder and investor. I'm open to the possibility that what I think right now as a nightmare, could be proven otherwise. But with approximately no information in hand, my immediate reaction to Tesla trying to be the new logistics industry is that may well prove to be the end of my TSLA ownership experience.
It might enable capturing the most profits on a micro / individual truck scale, but it also looks like a good approach for delaying electrification of the logistics industry and distributing as much market share to other companies as possible.
Two primary reasons I see - one financial, and one single supplier risk.
Financially, it would put TSLA into a situation where the company is funding each vehicle up front, and being paid for it over an extended period. As a growth company, that'll turn into outrageous cash flow some day. Until then, it's a cash vacuum that can't be satiated (if the product is that good, and I think we both think it will be).
Supplier risk - if you're a logistics company today, and tomorrow you're leasing / buying transportation from Tesla, you've taken on single supplier risk in the core activity that your company performs (move stuff from A to B, on time and correctly). At the very least, even if Tesla really does save a LOT of money, every supplier is going to be eagerly backing any and every competitor they can find, and helping competition get something comparable to market so they can get another supplier in to compete with Tesla.
Or of course - Tesla could figure they can be a better mover of things from A to B, because of their cost advantage at the truck, and try to outcompete Wal-Mart's in-house logistics, FedEx, UPS, and everybody else that's in the business of moving the right stuff from A to B (replace the whole logistics industry). I'm thinking that's a bad cultural fit for Tesla, and a good way to convert big piles of Tesla shareholder value into small piles of shareholder value.
The business model I want to see is heavy on cash up front for Tesla, in exchange for trucks and infrastructure equipment needs for those trucks. I want the logistics companies to be fronting that cash (whether it's cash, or they borrow from financial industry is up to them). Then Tesla can focus on their unique value add to this industry - a truck and energy system that is cheaper for a logistics company can get anywhere else, and the logistics companies can be left alone to focus on their unique value add to the logistics industry - moving the right stuff from A to B, efficiently and effectively.