Chamath Palihapitiya, founder of X, plans to buy and deploy large fleets around the country and expects positive FCF (FCF) in under two years. This strategy involves low upfront costs and high utilization, suggesting fleets could generate cash after accounting for both operating costs and upfront vehicle costs. However, sceptics argue that the economics of robotaxis as a scalable, cash-flow-generating system may be complex due to competition from other autonomous vehicle providers and the short depreciation cycle of fleet vehicles. Some investors expect Tesla to open its network to third-party fleet owners, similar to how Airbnb connects hosts with guests. If Tesla allows outside buyers to participate in this model, investors could participate directly in the high-yield, asset-backed model.