WildhavenMI
Well-known member
- First Name
- Nick
- Joined
- Mar 16, 2020
- Threads
- 13
- Messages
- 217
- Reaction score
- 581
- Location
- Rural Michigan
- Vehicles
- Cybertruck (reserved), 2021 Bolt EV, 2018 Model X
- Occupation
- Digital @ Aurora Solar
IMO Tesla won't establish a true fleet motion until its no longer supply capped. Why spend capital and cause org headaches elsewhere to sell vehicles you can't make anyway at a lower margin? Tesla already has delivery headaches, the last thing they need is fleet-sized delivery headaches.a true fleet ecosystem is a cash cow
simply selling vehicle units that happen to be used in “fleet,” is not
But once we see some demand drop that doesn't immediately respond to small price incentives, I bet we'll see a fleet BU. Prediction: 2025/2026, starting with whatever they have excess capacity on (maybe MY and CT).
If the light commercial van rumor is true, that might also be the impetus for fleet sales.
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