Percoco outlined how Tesla could generate between $12,000 and $18,000 per month from each autonomous Semi truck through software licensing alone — dwarfing the approximately $100 per month the company currently charges for its Full Self-Driving subscription on consumer vehicles.
Autonomous Trucking Economics Morgan Stanley’s freight transportation team “published an Insight reinforcing their bullish view on the prospects for Autonomous Trucking and its transformative power for the Freight Transportation industry,” Percoco wrote.
Percoco modeled a per-mile subscription fee of $0.85 to $1.00 for Tesla’s autonomous trucking software.
At approximately 18,000 miles driven per month, each Semi would generate between $12,000 and $18,000 in monthly software revenue.
Commercialization Debate Morgan Stanley’s freight team reinforced a bullish view on the broader autonomous trucking sector.