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Technology Stocks : Investing in Exponential Growth

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From: Paul H. Christiansen	3/10/2018 9:16:44 AM
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Tesla’s Multi-Billion Dollar Ride Sharing Opportunity While a long ways away, we believe there’s a greater than 50% chance that Tesla will operate a ride-sharing fleet by 2023. The fleet could add $2B to $6B in high margin revenue for Tesla starting in 2023. Tesla does not make money today. Separately, we believe there is also a greater than 50% chance that Tesla will allow Tesla owners to add their vehicles to the fleet part-time. While only a small percentage of owners will opt in, the financial reward is measurable and could earn the owner enough to pay their vehicle lease. We believe Tesla could have between 4% and 10% of the U.S. ride-sharing market in 2023. If several key obstacles are overcome, most notably achieving autonomy, Tesla will have a handful of substantial advantages over competitors in the space. What Tesla has said about an autonomous fleet. Don’t count Tesla out of the shared mobility space. The idea that Tesla vehicles could be utilized in an autonomous fleet has been shared in a handful of public statements by Musk, and in the 2016 blog post, Master Plan Part Deux. Details have been scarce, but the idea is that Tesla owners are able to add their vehicle to a shared fleet to have it generate income while it would otherwise not be in use, and that Tesla will operate its own fleet of vehicles to supplement the network. We did a rough analysis to estimate the size of the opportunity for Tesla and for the individual Tesla owner. How big is the opportunity for Tesla? While we have not been given many details on how this service would play out, one option is for Tesla to buy back previously leased vehicles to be used in a fleet for the remainder of their useful life. Looking five years ahead to 2023, operating a fleet could be a multi-billion-dollar opportunity for Tesla. The table below shows the fleet size annual revenue potential starting in 2023 based on the percentage of leased vehicles 3 years old or older brought into an autonomous mobility fleet. *Read More* - LoupVentures

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