Want to Test Tesla's Full Self-Driving? You Can Now Rent It on Turo. — Barrons.com

What happened

Turo and Tesla announced the first verified Full Self-Driving rental experience, letting people rent a Tesla on Turo and try the driver-assistance system for a few days before buying a Tesla.

Confirmed

Global impact / market context

Renting a Tesla to try Full Self-Driving lowers the barrier for curious drivers, which could turn renters into subscribers or buyers and support Tesla's software revenue, as about 75% of buyers pay $99 a month.

Analyst inference

Turo projects $3.3 billion in gross booking value and $1.2 billion in revenue for 2026, and its research shows 55% of Americans are interested in driverless technology for travel, which suggests rental demand could grow.

Analyst inference

What to watch

1. Tesla reported 1.74 million active Full Self-Driving users at the end of the third quarter, up 67% year over year, which is a measure of how many people already use the paid software. Confirmed
2. Watch whether Turo and Tesla expand the verified rental program to more locations or vehicles, since a wider rollout would let more travelers try Full Self-Driving before deciding to pay for it. Proposed
3. Track whether renters convert into $99-a-month subscribers or Tesla buyers, because that link between rentals and software revenue is the main way this partnership could help Tesla. Analyst inference

Evidence

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