The belief is that they will follow the same path for both ridesharing and trucking. If and when Autopilot is able to handle fully autonomous driving, Tesla will turn on that ability for owners to rent out their vehicle with Tesla taking a cut. Once that is successful, Tesla would then start to build its own internal fleet of autonomous vehicles to rent out and take all the revenue. This Tesla owned fleet would be the second stage because the vehicles themselves have a huge upfront costs. There is no point in incurring that upfront cost until the system has proven to be profitable among existing Tesla owners.