&gt; Ride-hailing services are a saturated market with major network effects<p>Not so much. Drivers frequently run Uber and Lyft simultaneously. There is no &quot;stickiness&quot;.<p>&gt; It just seems like it makes more business sense for Tesla to sell&#x2F;license as many self-driving cars as they can to any and all services that want them, and concentrate on their core business, rather than branch out into an entirely new market and write a whole new app from scratch and market it.<p>You&#x27;d think so, wouldn&#x27;t you? But apparently that&#x27;s the direction Elon is going: <a href="http:&#x2F;&#x2F;www.techinsider.io&#x2F;elon-musk-hints-tesla-may-enter-ride-sharing-space-2015-11" rel="nofollow">http:&#x2F;&#x2F;www.techinsider.io&#x2F;elon-musk-hints-tesla-may-enter-ri...</a><p>&gt; write a whole new app from scratch and market it.<p>I think its humorous this is thought of as expensive. How much does it cost to build an iOS&#x2F;Android app and run the infrastructure to match riders to drivers? $3-5&#x2F;million&#x2F;year? Tesla has <i>hundreds of millions of dollars of credit available to it</i>. And you know, <i>the cars receiving software updates constantly</i>.