He also doesn't seem to get that Tesla has publicly stated no other company will be able to run a "business" through their FSD. All Robotaxi services on a Tesla vehicle have to go through Tesla's Robotaxi network.
Uber can't rent these Model 3's from Hertz and then run a robotaxi service of their own. Tesla knows exactly what vehicles they're selling to Hertz, they can track them. They have complete control over the software usage of them. This is a non-issue.
Not to mention that Hertz has 12,000 rental locations throughout the world, that clean and refuel cars and provide customer support. Just the sort of low tech infrastructure to complement a high tech Robotaxi network. Lots of possibilities.
With Tesla holding the strings, not one scenario would be negative for Tesla.
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