News
Tesla ride-sharing program: exploring its practicality and real world benefits
Many of the Tesla faithful sat with bated breaths waiting for the Master Plan Part 2 to be published. Once it did, we devoured every word, with some words more surprising than others. Making a pickup truck, while not surprising is thought-provoking. Ride-sharing as a concept, also not very surprising. Ride-sharing using the autonomously driven car that you personally own? Now there’s something to think about.
“In cities where demand exceeds the supply of customer-owned cars, Tesla will operate its own fleet, ensuring you can always hail a ride from us no matter where you are.” – Elon Musk
Let’s consider for a moment what this might look like.
Practicality
My initial thought of an autonomous Tesla was ride-sharing within the same household. My spouse and I have jobs that are in opposite directions, but we also work different hours with him having the far shorter commute. That being said, it would technically be feasible for a car to drop me off at work and make it back home just in time to take him. Then, it would have plenty of time to come back to me before my work day is done. Driving me home would also be tight – but I think the car would make it just in time to drop me off and go grab him. (Anyone else getting wide-eyed at the thought of a car driving you around? I sure am!) The only downside that I can think of is that both of us, at times, like to run errands on a lunch break. Surely with a little planning we could just schedule who will have the car available mid day. For example, on his day the car wouldn’t come back to get me until later in the day. Should I need to use it, it could come back to me earlier. All of this sounds technically feasible but the miles would add up quickly. Over 90 miles a day, to be exact; double what we currently drive combined. This may be obvious, since the car is making each round trip twice, but on paper that distance really hits home. As for cost, our electricity use at home would clearly go up. What would go down, however, is the cost associated with having a second car. I only estimate that the Tesla costs us $50/month to power now but even if it went up to $150, that delta is far less than the savings associated with not having a second car to insure and maintain. (Let alone pay to own/lease, depending on how expensive a car you’d be giving up.)
In this regard, I see practicality as a wash. If technically feasible with your schedule as it would be with ours, it may work. Getting past the mental barrier of having only one car between two adults who drive and work full time however, may be a challenge. Tesla has shifted thinking in many ways already, so it’s possible this will as well. I keep trying to think of reasons why we need two cars but aside from our daily jobs, which a car that can drive us to negates, all I’m coming up with is the rare occasion where we both need to go somewhere different at the same time. Truth be told, I’m sure even that could be worked out in most cases. In those where it can’t? Summon up another autonomous Tesla to drive you where you need to be. Again, this comes with a cost but again, it pales in comparison to the cost to own a second car that spends over 90% of its life parked anyway.
Public Domain
Most Tesla owners I know treat their cars with extreme care. I am no exception. The thought of a stranger taking up residence in my car without me sends shivers down my spine. I guess there is only so much damage a person could do sitting in the back seat being chauffeured, presumably while staring down at their smart phone to pass the time. The after 2am crowd, on the other hand, poses additional risks but I for one wouldn’t send my car out that late. A sick passenger is one danger, sharing the road with impaired drivers in (gasp!) manual driving mode is another. How do you specify who is eligible for pick up anyway? Imagine the headline “Tesla picks up prison escapee and drives it across the state line.” Add in your fear here (underage runaway, woman in labor, very sweaty marathon runner.)
Availability
This is the main point I’ve heard brought up in my quick chats about this topic. How do you schedule your car to go off and pick people up within a strict window until you need it again? How does traffic play a part? Do you wait until you’re home for the evening and send it out, knowing full well it’ll definitely make it home by the next morning? Or do you risk letting it take a 4pm pickup when doing so could leave you stranded at the office? How far would you let your car go anyway? What about charge? You might need a certain range to get home so can you restrict your car’s pickup jobs to a certain distance? What if it’s cold outside?
In this regard, I have a lot more questions than answers. I have no interest in my car being late to bring me to or from work. It’s my car after all. I have even less interest in being picked up without enough range to get me where I’m going. I live in a major city and I don’t expect to see a Supercharger within our limits any time soon. There are now chargers within 100 miles of me in all major directions, which very easily enables long distance travel as intended. I’m happy with this, as I certainly don’t find myself needing a fast charge close to home. If I plan on letting my car work all day however, that may change. Letting it go home and plug in is impractical at the current rate of my charging setup. 29 miles per hour doesn’t speak well to quick turnaround.
Cost
All of the questions above can be overlooked for a price. The big question is what that price might be. In my own life, I wouldn’t entertain the idea if it made me $100 per month. If it made me $1,000, I’d be the first in line to sign up. Everyone has a different sensitivity to price but I’d be willing to bet that even the least price sensitive people would at least consider using their Tesla in this way if the resulting income matched or exceeded their car payment. Getting to own and drive what I consider the world’s best car for no monthly payment is an offer that’d be too hard to refuse.
Those were just arbitrary numbers though. What might be realistic? I’d like to think that tomorrow’s Tesla is comparable to today’s Uber Black. My Uber app only gives prices for Uber X but I know that Black costs more. At this very moment, a quick ride from my work place to the very center of our downtown is $12 on Uber X. Let’s estimate that it would be $20 for Black. In fact, let’s assume the average ride would net $20. The car would certainly be smart enough to try to do another pickup on the way back to me so I can probably count on $40 as a “round trip” made during my work day. If I let the car drive two round trips on Friday and Saturday nights as well as one each work day, that bring us up to 9 round trips per week, or $360. Already, this isn’t sounding so bad. Let’s scale that down due to some Tesla profit and market saturation. It still seems very reasonable that with little time commitment, $200 per week is reasonable. We’re at $860 per month. If you, like me, go out into a city once or twice a month yourself and spend anywhere from $10-30 in parking or cab rides, you could be earning/saving a combined $900 each month. I suppose I just learned that yes, I’d probably consider letting my car go out and work for me. Even at half the dollars I’m picturing, a Model 3 payment would be covered.
Convenience
Airports. Nights out drinking. Events out of town that force a one night hotel stay. Finding parking in crowded places. Paying for parking at concert or sports venues. These are some of the most popular reasons people today might use ride sharing services even if they have a car. It would sure be convenient if your own car could handle these occasions for you. This, I know, has more to do with autonomy than making the decision to allow your car to work for you. But it’s only a small leap from one to the other. I say this because if my car dropped me off at an Eagles game, I wouldn’t want it paying for parking while it waits. I’d want it headed back home, because that’s a safe place for it to wait. But if it’s going to driving alone anyway, why not pick someone up? It’ll be an exceptionally convenient life when cars can drive for us.
Implementation
How might a program like this actually work? Given a very elementary level of consideration, I imagine the same way Uber works now. I picture a beautiful and streamlined app interface on your smart phone that allows you to log in when you want the car to be able to drive. I imagine the ability to draw a border around the distance you’re willing to let your car travel, as well as the ability to set a time that the car has to return by. Many people far smarter than I will program fantastic algorithms that only allow the car to accept rides that, given traffic and other factors, will get the car back within its allowable time window. I also picture the ability to send the car out with a child’s car seat, if summoned. That would require a bit of interaction, as the app would have to notify you to install it first unless you leave one installed. Speaking of app, I imagine it would notify you that it’s about to head out. (“Mom! I’m going out for a bit. Be back in an hour!”)

Supercharger map with crowdsourced recommendations from Tesla owners
Challenges
Much like I expect to be challenging for vehicle autonomy in general, the regulatory nightmare that is a driver-less vehicle will be the biggest hurdle to jump, in my humble opinion. Those aforementioned people way smarter than I? They’ll figure out programming the self driving technology sooner than later. They’ve already done a lot. Those perhaps-not-as-smart people we elect to office? Those folks I’m not too confidant in. Well, not them per say. The big jumbled mess of a political system that in the United States and so many other places churns out rules based on the almighty dollar rather than the good of citizens. Right here in my own home town, Uber is technically not legal. It’s legal in the state, just not the city, which has a cluster of a Parking Authority that somehow controls taxis. Except, by the way, when the Democratic National Convention came to town around the same time our local train system was having problems. Then the city made a special exception to “let” Uber operate. (Spoiler alert: it operates anyway.) My point is to illustrate that all the engineering and data in the world won’t guarantee that Tesla will even be allowed to operate driver-less ride sharing services as quickly as the technology itself will be available. That to me, is challenge numero uno.
The technology itself though, still has a lot of work ahead. Just like any parent tells their teenage driver “It’s not you, it’s the other cars on the road I’m worried about.” A Tesla can be a flawless driver 100% of the time on empty roads and that still won’t even come close to accurately predicting how it will drive when sharing the roads with distracted drivers, well-meaning drivers in poor weather conditions, and anything in between. Temporary lane restrictions are hard to compute, as is seeing a car that you just know is going to make a move without a signal. Years of driving experience allows people to read another car’s “body language” so to speak. Will a car ever be able to do the same?
An extension on the both of the topics above, I can only imagine the bureaucratic and technological nightmare that will result if (when!) cars have to learn to talk to each other. Surely that’s where we are headed. It’d be safer that way. But can you see BMW, who I suspect is a little hurt right now, cooperating with Tesla? I can’t but I hope they’ll have no choice. Step up or step aside.
Production vs. demand is another potential challenge. If the ability to buy a car and have it work for you to the tune of effectively negating your payment arrives sooner than Tesla exponentially increases its output of cars, we’ll have a problem. Maybe I’m biased, but I assume a darn lot of people would jump at the chance of driving a car that pays for itself. I mean, I wasn’t wrong when I called myself crazy for assuming there would be 50-100,000 people would put in reservations for a Model 3. Well, I was wrong, but in the right direction.
What do you envision ride-sharing capability looking like? What challenges will it face? Drop me a comment.
News
Tesla launches its solution to rare but relevant Supercharger problem
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:

Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.




