Tesla ne ab Turo rental platform ke saath haath milaya hai taaki woh apne Full Self-Driving (FSD) software ko zyada logon tak pahuncha sake. Yeh move hardware sales se hatkar high-margin software revenue ki taraf ek bada shift hai.
Software par Tesla ka bada daanv
Tesla ne ab rental marketplace Turo ke saath partnership ki hai, jisse rental cars mein ab Full Self-Driving (Supervised) software ka option milega. Plan simple hai: jo bhi log Tesla rent par lenge, woh 1 mahine ka free trial le sakte hain. Isse company apne FSD software ko ek demo channel ki tarah use kar rahi hai taaki potential buyers iska experience le sakein.
Hardware se Software revenue ki taraf shift
Tesla ka purana model sirf gaadi bechne par focus karta tha, lekin ab unka poora zor recurring income par hai. North America mein Q3 ke dauran 75% deliveries mein FSD subscription include tha. Software services ka profit margin gaadi banane se kaafi zyada hota hai, isliye Model 3 aur Model Y par yeh focus investors ke liye kaafi important hai.
Kya hain iske peeche risk?
Sab kuch itna simple bhi nahi hai. Yeh 'Supervised' system hai, matlab driver ko hamesha alert rehna padta hai. Rental users ko software ke limitations samjhana ek bada challenge hai. Agar koi accident hota hai, toh NHTSA jaisi regulatory agencies ka pressure badh sakta hai. Investors ko ab yeh dekhna hoga ki kya rental users aage chal kar paid subscribers bante hain ya nahi, kyunki company ka agla bada profit source yahi software hone wala hai.