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.
Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.




