April 16, 2018

The Rise of the TSP: A Ford Fleet in 2021

I’ve been predicting the rise of the TSP – Transportation Service Providers: potentially huge integrated companies providing consumers with transportation options and replacements for personal car ownership. Like Ford fleets:
From engadget:

Ford’s Jim Farley told the Financial Times in an interview that the automaker’s self-driving car network will be running “at scale” in 2021. It launched its recent Miami pilot precisely so that it “can scale [by] then,” the executive said, not to merely get the ball rolling.

Farley also stressed that this would be a truly Ford-run service. While Ford does have self-driving car partnerships with companies like Lyft, it intends to “own the fleet” for its own services.
… it’s not entirely surprising that the company would push for a large, in-house driverless network. Its leadership has repeatedly talked about preparing for the decline of car ownership, and that means a shift toward services (such as its on-demand commuter vans) instead of pure car sales. If it runs its own fleet, it has a reliable business even if vehicle sales to other customers eventually dry up.

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