WHAT WOULD WEAKEN THIS THESIS

  • Tesla limits Cybercab ownership primarily to Tesla-operated fleets, reducing external opportunities.
  • Tesla directly manages all independently owned Cybercabs, removing the need for third-party involvement.
  • Third-party management or aggregation is prohibited by Tesla's commercial rules.
  • Tesla makes participation simple enough that small owners require little outside support.
  • Commercial terms make third-party fleet management economically unviable.