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There was one part of Tesla’s shareholder conference call yesterday that caught my attention more than any other. That was partly because of the potential being discussed, and partly because it’s the first time I’ve heard Elon Musk and team discuss the topic.
There was a long pause until Elon Musk asked Ashok Elluswamy if he wanted to say something. He postulated that with robotaxi capability, Tesla cars would be on the road about 50 hours a week, and Musk chimed in that he had essentially the same guess — about a third of the hours in the week. Elluswamy then proceeded to say that there are other uses the computers and intelligence in Tesla cars could be tapped for.
“I think it’s analogous to Amazon Web Services, where, you know, people didn’t expect that AWS would be the most valuable part of Amazon when it started out as a bookstore. That was on nobody’s radar.
It’s a pretty fascinating topic. They add that if they get to where they expect to get with the on-road Tesla fleet, it could have the largest unusable compute sitting there able to be used for other purposes.
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